Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
10175 101 St NW
Connecting you to customized wealth advice and solutions at BMO Private Wealth
As a Senior Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.
I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions.
This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets.
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. All BMO Investment Counsellors have earned Chartered Financial Analyst (CFA) accreditations to support our professional discretionary investment management services. Our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.
An Industry Leader
At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.