Our Team

As a Senior Investment Counsellor & Portfolio Manager at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners, institutions, and their families streamline & simplify their wealth management needs.

I focus on obtaining an in-depth understanding of your unique wealth goals, following which, with the help of my passionate, experienced team of wealth management professionals, we create a customized, investment strategy that can adapt to external conditions and personal transitions. Our clients benefit from a holistic view of their wealth objectives, covering cashflow, tax efficiency, estate planning, insurance, and business succession goals.

Through a disciplined, wealth-plan-based approach, my clients feel empowered when making those all-important, potentially life altering, important decisions. I firmly believe, ensuring my client’s finances remain on track to achieve their life goals, is the ultimate benchmark of true success. Thankfully our firm, BMO Private Investment Counsel Inc. – is one of Canada’s oldest and largest serving investment counselling firms – managing north of $40 billion in assets, thus offering a vast depth of critical resources for my clients. 
  
As a client of mine, I will serve as your dedicated Investment Counsellor, backed by our award-winning investment platform. We solely offer discretionary investment management services, backed by our institutionalized decision making process, to ensure you benefit from the platinum standard in our wealth management industry.

As an Associate Investment Counsellor, Kam offers professional investment management expertise and advice to help individuals and their families to achieve their financial goals. Kam takes time to gain an in-depth understanding of priorities, goals and unique circumstances by designing and managing portfolios that reflect clients’ values. Kam monitors client portfolios daily, as well as executes trade orders in a timely and accurate manner.

Kam began his career in Finance with one of Canada’s largest Banks, where he gained valuable skills and experience in investment management, lending and business expansion. He then joined BMO Private Investment Counsel in 2017. Kam holds a Master’s degree in Economics and the Chartered Financial Analyst (CFA) designation.