Craig Cowan
Craig is responsible for providing strategic investment and wealth planning solutions to high-net-worth individuals and their families. With over 16 years of experience assisting successful Canadians with all aspects of their wealth, Craig offers a unique ability to break down complex strategies into easily comprehensible action plans. Prior to taking on the Investment Counsellor role, Craig spent 7+ years with BMO Private Wealth as Director, Wealth Planning, and regularly advised high net worth clients across Canada on a wide range of topics, including, but not limited to; retirement forecasting, tax and estate strategies, corporate structuring, business succession planning, and philanthropy. Craig’s holds a BA from Memorial University of Newfoundland, is a CFA Charterholder, Certified Financial Planner (CFP), and a Fellow of the Canadian Securities Institute (FCSI). He is an active member of both the CFA Society of Atlantic Canada and FP Canada. Craig and his wife Mariella live in St. John’s, NL. They live an active lifestyle, are animal advocates, and enjoy traveling and sharing new experiences together.
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