David Hartley, CFA
Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success. David joined BMO Private Banking in July 2017 and is currently responsible for designing customized discretionary investment portfolios for high net worth clients in the Mississauga, Oakville and Burlington regions. David is also responsible for bringing together the various lifecycle and lifestyle needs of clients with BMO’s other platform offerings in trusts, estates, insurance, tax advisory, commercial banking and retail banking.
Experience & background
Prior to joining BMO Private Banking, I was employed as an equity analyst in the Capital Markets business for 15 years with BMO and two other Capital Markets firms. I gained a broad perspective and expertise in advising institutional pension funds, pooled funds and private client portfolios. I specialized in consumer-related industries in Canada, the U.S. and various international jurisdictions for my pervious firms. I started my career in retail banking, followed by portfolio building and administration roles at a brokerage firm.
Education & credentials
• Bachelor of Arts, Economics and English Literature, University of Toronto
• Chartered Financial Analyst, CFA
• Member of the CFA Institute and the Toronto CFA Society