The most consequential wealth decision you make is the wealth team you select.
Todd Schultz, CFA, FEA
Vice President & Senior Investment Counsellor
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Todd is responsible for the wealth management needs of High Net Worth families. Applying a disciplined and customized approach, Todd offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. Partnering with an in-house, multi-disciplinary team, Todd is able to deliver the best thinking and value from across BMO Financial Group to clients, families and their advisors.
With over 20 years of investment management experience, Todd joined BMO Private Wealth in 2009. Todd has an undergraduate degree at Brock University and is a CFA charter holder. Todd also holds the FEA designation and is a member of the Family Enterprise Xchange.