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.
Alex Shurben, CFA
Associate Investment Counsellor
Alex Shurben works alongside Richard 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 13 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 Mason's Ultra High Net Worth team to service clients with their investment and wealth management needs, working alongside Richard and Alex.
Ananya graduated from McGill University in 2017 with a Bachelor of Commerce degree in Finance & Economics and has recently passed the CFA Level III Examination.
Jaye Peart rejoined BMO Private Investment Council in January 2023 and is a key member of Richard Mason’s Ultra High Net Worth Team. With her extensive experience previously as an Executive Assistant, she provides and implements organization and accountability within the team. Jaye provides administrative support for client’s investment and wealth planning needs and continuously creates meaningful relationships and diverse connections with those around her.
Jaye holds a Diploma from Sheridan College in Advertising and has 25 years of experience, 14 of those working for financial institutions. Previously, Jaye held the role of Executive Assistant at TD as well as at BMO Harris Private Banking, where she worked with Richard as his EA for 5 years.