Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
239 Lakeshore Road East
Oakville , ON
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 <X> years of investment management experience, I joined BMO Private Wealth in <year>. I have undergraduate degree at <X university> and an MBA at <X university>, and am a member of the <X institute/organization/society>.