Robert Fallenbuchl

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 over 27 years of investment management experience, I joined BMO Private Wealth in 1998. I have undergraduate degrees in Economics and a Bachelor of Education along with a Law degree from the University of Windsor. I am currently a Senior Portfolio Manager and Discretionary Investment Counsellor as well as a Certified Financial Planner CFP. I am registered in various provinces across Canada and can deal with most non-resident investor situations. I speak English and fluent Polish.

I was extremely fortunate to represent Canada at the international level in sports and was the 1993 Canadian Sabre Fencing Champion. I was inducted into the University of Windsor’s Sport’s Hall of Fame for Sabre Fencing in 2023. I bring my dedication to success to my relationships with my clients.

I look forward to working with you.