Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
10175 101 St NW
Rick MacDonald, CFA, CFP, MBA
Director & Senior Investment Counsellor
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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 has been investment planning for over 17 years and has a wealth of knowledge and experience to draw upon in building and delivering unique investment solutions to high net worth individuals. His mandate is to provide peace of mind and create value for our clients by enabling them to achieve their financial objectives.
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.