Matthew Lee, CFA
Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
525 8th Ave SW
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 15 years of investment management experience, I joined BMO Private Wealth in 2012. I hold a Bachelor of Commerce degree from the University of Calgary. I am also a CFA Charterholder and member of the Calgary CFA Society.