Ian Whitsitt, 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.
With 18 years of investment management experience, I joined BMO Private Wealth in 2010. I have a Bachelor of Commerce degree (Finance) from University of Calgary and I am a CFA Charterholder.
Ashley Keddy has been a Portfolio Assistant for BMO Private Wealth for 3 years. Starting off as a bank teller in 2012, Ashley learned the ins and outs of banking and customer relations before moving up to a Personal Banking Associate. Ashley is passionate about fitness, starting her journey last March and loving every moment. In her free time, Ashley enjoys spending time with friends & family and watching her favourite sports teams (the Calgary Flames & the BC Lions) play.