Derek Beatty, CFA, PFP
Senior Investment Counsellor & Portfolio Manager
As a Senior Investment Counsellor, Derek works with high net-worth individuals & families, First Nations, Foundations, and Trusts to provide discretionary investment management services to grow savings and wealth. Derek offers market insight, expertise, and education in delivering value added services that align with a client’s specific needs.
Derek works together with a wider team of wealth planning professionals with expertise in Banking, Trust & Estate, Tax, Insurance, Philanthropic, and Business Succession. Together, BMO Private Banking aims to deliver a comprehensive wealth plan that is unique to a client’s circumstances and needs.
Originally from Saskatchewan, Derek has a Bachelor of Commerce degree from the University of Manitoba. He is a Fellow of Canadian Securities Institute, holds the PFP designation, and is a CFA charter holder.
Derek has over 25 years of industry experience, ranging from banking, managed investments, foreign exchange, fixed income, equities, and derivatives. Derek’s approachable style focuses on client education and utilizing a disciplined approach to help achieve client identified goals.