Ian Whitsitt

Senior Investment Counsellor & Portfolio Manager

Tel: 250-405-2015
Fax: 250-405-2011

Address

BMO Private Wealth
1225 Douglas St, 2nd Floor
Victoria, BC
V8W 2E6

Contact Me

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Meet Ian

Ian D. Whitsitt, CFA
Senior Investment Counsellor & Portfolio Manager

Tel: 250-405-2015
Email: ian.whitsitt@bmo.com
Connect with me on LinkedIn

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.