Richard Mason, CFA, FEA
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. With 30 years of investment management experience, I joined BMO Private Wealth in 2007. I have an Honours BCom degree in Finance from McMaster University and hold the Chartered Financial Analyst professional designation as well as the Family Enterprise Advisor designation.
Associate Investment Counsellor
Alex Shurben works alongside Richard B. Mason as the Associate Investment Counsellor providing wealth and investment management expertise. He joined the Private Bank in 2015 working directly with Ultra High Net Worth families. Prior to this, Alex worked at BMO InvestorLine in various capacities including leading a team of investment professionals.
Alex is a CFA charterholder and has an Honours Bachelor Administrative Studies (Honours) degree in Finance from York University. He has over 10 years of experience within Financial Services, primarily working with affluent Canadian families to help manage large, complex client portfolios.
Ananya joined BMO Private Wealth in April 2021 and prior to that she worked in BMO Capital Markets for 4 years.
She works on Richard B. Mason and Alex Shurben's Ultra High Net Worth team to service clients with their investment and wealth management needs.
Ananya graduated from McGill University in 2017 with a Bachelor of Commerce degree in Finance & Economics and recently has passed the CFA Level III Examination.
Hira joined BMO Private Investment Counsel in March 2020 and has been part of BMO since she started her career in May 2018. She is a key member of Richard B. Mason and Alex Shurben’s, Ultra High Net Worth Team. Providing support for investment planning and administrative tasks.
Hira graduated on the Dean’s Honour Roll from York University in June 2018, with a Bachelor’s degree in Honours Economics.