Michael Rae, 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.
Alejandra is passionate providing exceptional customer service to sophisticated individuals and corporations, as Portfolio assistant she will bring support with inquiries and daily administrative requests. She has strong- analytical and problem-solving skills, providing her clients with professional and efficient timelines.
Alejandra has over 10 years in the financial services industry working with personal and commercial customers and joined Wealth management in 2021. Alejandra holds a Bachelor of Marketing and a Business management Diploma.