About Varun

Born in New Delhi, India, where he completed a Bachelor of Commerce in Financial and Management Accounting from Christ University, Bangalore, Varun moved to Canada in 2003 and earned a Master of Business Administration with a Focus on Finance from the University of Windsor and a Post-Graduate Diploma in Human Resource Management from George Brown College.
 
Varun rejoined BMO Investment Counsel Inc. in 2019 with extensive technical investment management expertise, experience working one-on-one with families and business owners. As a Senior Investment Counsellor, Varun builds meaningful, long-term relationships with his clients in the Southwestern Ontario region based on trust and integrity and aims to deliver exceptional value through his personalized portfolio management and full-circle wealth planning guidance.
 
Varun began his career with Bank of Montreal as a Financial Services Manager. He then became a Private Wealth Consultant and moved to another firm, where he spent several years as a Wealth Planning Specialist and Assistant Vice President.
 
Varun speaks fluent Hindi and lives in Brantford, Ontario with his wife, Laura, and their dog, Luna. They enjoy hiking the trails of Southwestern Ontario and travelling across Canada.

Sherri has provided exceptional support to our team since 2023. She is our clients’ first point of contact for trade execution, account openings and all administrative needs. Sincere, outgoing, and friendly, she loves connecting with people and taking time to understand their financial needs. Plus, her personal banking background ties the investment and banking worlds together for our clients.

Sherri communicates with clients about their accounts and provides them with a superior level of service. She coordinates and prepares client meetings, follows up on transactions, completes account opening documentation, oversees our compliance, keeps Varun organized and much more! Sherri is always eager to assist our clients with theirs needs and is dedicated to building positive relationships and supporting each client along their financial journey.