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.
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 more than 20 years of experience in investment, I joined BMO Private Wealth in 2006. I have undergraduate degree at Bishop's University, and am a member and a charterholder of the CFA Institute.
Troy Bagot is a Portfolio Associate for BMO Private Investment Counsel Inc. within the Atlantic Region. Troy Joined BMO Private Investment Counsel Inc. in July 2021 and his role on the team entails helping to service clients with their various portfolio/investment and administrative needs.
Prior to BMO Private Investment Counsel Inc., Troy worked in the Alternative Asset Servicing Industry as a Senior Operations Analyst at The Citco Group Limited for two years in Halifax, Nova Scotia. He would have obtained his Bachelor of Commerce with greatest distinction from the Saint Mary’s University while majoring in finance. Troy was awarded the Chartered Financial Analyst (CFA) designation in 2022 and is currently working towards the Certified Financial Planner (CFP) designation.
Troy grew up in the Eastern Caribbean country of Antigua and Barbuda and has been living in Atlantic Canada since September 2016. He enjoys spending his spare time outdoors playing soccer, cricket and catching up with family and friends.