About Rick

Rick MacDonald, CFA, CFP, MBA
Director & Senior Investment Counsellor 

Tel: 780.408.0720
Email: rick.macdonald@bmo.com
Connect with me on LinkedIn
 

As a Private Wealth Professional at BMO Private Investment Counsel Inc., Rick offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. He spends time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. 

Rick is currently responsible for providing investment counseling to high net worth clients. He helps clients to preserve and grow their wealth by delivering solutions aligned to their individual needs. His investment philosophy is to generate returns over the long term, while minimizing and controlling risk through strategic use of asset classes and prudent diversification.