Kan Mangachi, CFA

Senior Investment Counsellor & Portfolio Manager

Kan is a Senior Investment Counsellor and Portfolio Manager with BMO Private Investment Management Inc., specializing in wealth management, portfolio management, retirement planning, tax-efficient investing, risk management, succession planning, and multi-generational wealth strategies for high-net-worth and ultra-high-net-worth families across Canada.

 

He helps clients protect their capital, grow their investment portfolios, reduce tax exposure, and navigate market volatility through a disciplined, research-based approach. Kan’s expertise spans asset allocation, diversified portfolio construction, retirement income optimization, estate planning integration, family wealth governance, and long-term financial planning.

 

As part of BMO’s national team of accredited professionals, Kan provides a family-office style advisory experience supported by BMO’s global investment resources, institutional research and advanced planning tools. Clients benefit from coordinated guidance across investments, retirement, tax strategy, estate considerations and intergenerational wealth transfer.

 

Kan joined BMO in 2015 and brings over 18 years of experience in the wealth management and investment advisory industry. His background includes deep expertise in financial markets, global economic analysis, strategic portfolio design, tax-efficient saving strategies (RRSP, TFSA, RRIF), risk assessment and evidence-based investment decision-making.

 

He holds a Bachelor of Economics (Honours) from the University of Winnipeg and the Chartered Financial Analyst (CFA) designation.

 

Kan is recognized for providing clear, actionable financial guidance that helps clients achieve long-term financial security, prepare for retirement, structure multi-generation wealth plans and manage complex financial decisions with confidence. His practice is known for high-touch service, transparency, disciplined portfolio oversight and a strong commitment to client outcomes.

Welcome

Connecting you to customized wealth advice and solutions at BMO Private Wealth

As an Investment BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.

I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions. 

This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets. 
  
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.


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