About Dorothy

Dorothy Quayle, CFA, FEA

Senior Investment Counsellor & Portfolio Manager

I am a specialist in investment management, and recognize that along with wealth can come opportunities, complexity and conflict.  My role is to work with successful families in building a plan that protects and enhances their wealth.
 
My satisfaction comes from developing relationships and collaborating with a team of colleagues to create exceptional outcomes for our clients. This work is especially important in times of transition.

I received my MBA from the University of Toronto in 1988, achieved my CFA designation (Chartered Financial Analyst) in 1993, and attained my FEA designation (Family Enterprise Advisor) in 2019. I joined BMO Private Banking in 2010. I am an active member of the CFA Society of Saskatchewan, the CFA Institute and the Family Enterprise Exchange.

Prior to working in the investment industry I was a professional marathoner. My achievements include representing Canada at two World Athletic Championships. In my leisure time I continue to enjoy running and am active in cross-country skiing, golf and yoga; I also am an avid reader.