Meet Our Team

Jeff brings over 25 years of experience managing investment portfolios for individuals and corporations to the BMO Private Wealth team. With his broad‐based industry knowledge, understanding of client investment needs, and direct involvement with the management process, he plays a key role in client relations efforts.

Prior to joining BMO in 2008, Jeff held increasingly senior positions with several national investment management firms and was a founding partner of Rudderham Norwood Ellison Investment Counsel of Halifax. As a Senior Investment Counsellor and Portfolio Manager, Jeff assumes the role of Lead Relationship Manager for many of the private bank’s clients.

Graduated with a Bachelors degree in Commerce from Saint Mary’s University in Halifax, NS and was awarded the Chartered Financial Analyst (CFA) designation in 2000. He is a Past President of the Atlantic Canada CFA Society and a member of the CFA Institute (formerly AIMR) of Charlottesville, Virginia.

Jeff has served numerous charitable fundraising initiatives and has been an active mentor to the St. Mary’s University IMPACT Program in support of the Sobey School of Business Finance program. He currently resides in Bedford, NS with his wife Terri and their three daughters.

Ariz is a Senior Investment Counsellor and Portfolio Manager at BMO Private Investment Counsel Inc. Ariz has over 20 years of experience in Corporate Finance and Investment Management, building strong relationships with diverse clientele. As an Investment Counsellor at BMO Private Banking, he provides customized discretionary investment management services to private clients, their families and their corporations. Ariz is fully responsible for developing and executing a portfolio strategy that properly reflects clients’ investment objectives.

Graduated with a Bachelor of Science and Business Adminstration followed by an MBA from Dalhousie University  in Halifax, NS. Ariz was awarded the Chartered Financial Analyst (CFA) designation in 2002. 

Ariz grew up in Halifax and has worked in Toronto and Vancouver before settling back in Halifax in 2003. He currently resides in Halifax, Nova Scotia, with his wife Margaret and their three children. Ariz is a member of the Board of Governors for the Halifax Grammar School. He enjoys playing tennis and golf, when time and weather permits.

With over a decade experience in relationship management, Colin is now in his 6th year with BMO Private Wealth and is directly involved in the management of investment portfolios for individuals, corporations, and foundations. As a lifelong learner of the capital markets, Colin acts as a steward of his clients’ capital and executes an array of investment objectives. In conjunction with the discretionary management services Colin provides to private clients, he implements comprehensive wealth plans to drive an exceptional client experience.

Graduated with a Bachelor of Business from Acadia University followed by a Master of Finance at Saint Mary's University in Halifax, Nova Scotia. Colin was awarded the Chartered Financial Analyst (CFA) designation  and ESG Certificate  by the CFA institute in 2022. He most recently acquired the Certified Financial Planner (CFP) designation in 2023 and is currently enrolled for the Charter of Alternative Investment Analyst (CAIA) exam.

Colin is currently serving as a board member for the CFA Atlantic Chapter. He also is actively involved with his local community assisting in various volunteering roles for the Halifax Chamber of Commerce and QEII Health Sciences Centre Foundation.Colin proudly grew up in Cole Harbour, Nova Scotia and has worked in various locations in Alberta before settling back home in 2019. He currently resides in Halifax, Nova Scotia. When he is not working, Colin leads an active lifestyle and participates in a multitude of sports. He is also an avid reader and enjoys a range of topics and subject matter.

Troy Bagot is currently an Associate Investment Counselor at BMO Private Investment Counsel Inc. within the Atlantic Region. Troy brings almost a decade of experience within the financial services industry and relationship management. He joined BMO Private Investment Counsel Inc. in July 2021 and his role entails providing first-rate service to private clients with their various day to day investments, portfolio management, strategy and financial planning needs.

Troy moved to Halifax in 2016 to pursue a university education. Since then, he has wholeheartedly immersed himself in the Maritimes and has grown to love the provinces, the culture and most importantly the people he has grown to consider both friends and family. Troy attended the Saint Mary’s University where he completed a Bachelor of Commerce in Finance. He was later awarded the Chartered Financial Analyst(CFA) Designation in 2022 and further obtained the Certified Financial Planner(CFP) designation in 2023.

Prior to joining BMO Private Investment Counsel Inc. , Troy worked several roles in the financial services industry commencing in 2015. Most recently, Troy was employed in Alternative Asset Servicing Industry as a Senior Operations Analyst at a Private Equity/Hedge Fund Administration firm in Halifax, NS. He also has a background in accounting, as he simultaneously worked as an Accounts Receivable/Payable Clerk before while completing his undergraduate studies.

Tanner Morgan is an Associate Investment Counsellor for our BMO Private Investment Counsel Inc. Tanner began his career with BPIC in May of 2021 and his role on the team is to assist Investment Counsellor Ariz David, while providing exceptional client servicing and support.

Tanner is a 2020 Saint Mary’s University graduate where he was the captain of the Men’s Lacrosse Team and an avid campus volunteer, helping wherever he could. Since graduating from Saint Mary’s, Tanner has completed his Chartered Investment Manager (CIM®) designation.

Tanner grew up on a commercial farm in East Gore, Nova Scotia, before moving to Halifax for academics and athletics. In his spare time Tanner enjoys skiing, golfing, tennis and spending time with his partner Grace, family and friends.

Ray is a Portfolio Assistant at BMO Private Investment Counsel Inc., where she supports the unique needs of high net worth clients. She began her career in financial services in 2019, and has built a strong foundation in personal banking, client relationship management and trust administration.

Originally from the Philippines, Ray came to Canada in 2018 to pursue studies in Financial Services at NSCC. Now based in Halifax, she embraces the values of hospitality and hard work from her cultural roots, combining them with a global perspective and a genuine, service-driven approach that ensures clients feel supported every step of the way.

Outside of work, she enjoys cooking traditional Filipino dishes, planning travel adventures and expressing her keen sense of style by thoughtfully advising family and friends on enhancing their homes and special occasions.

Jack prides himself on his ability to connect with and provide exceptional service to his clients. Jack grew up in Charlottetown, PEI, then went on to graduate with a Bachelor of Commerce from Mount Allison University in Sackville, NB, before finally calling the great city of Halifax his home.

Outside of his time at work, Jack enjoys spending time with his family and loved ones, getting out in nature on hikes, and traveling the globe whenever he gets the chance.

Jack handles the administrative functionalities of your investment management relationship. This encompasses, but is not limited to, contribution/withdrawal requests, liaising with your external providers for personal and corporate tax information, new account set-ups, and online access inquiries to view your investment information. Please reach out to him whenever any need arises.

Sima Ansarifard is a Portfolio Assistant at BMO Private Investment Counsel Inc. She joined the team with over a year of experience in Canada’s banking industry and brings a strong academic and global background in finance. In her role, Sima supports the team of Investment Counsellor Ariz David, delivering outstanding service to clients while ensuring compliance and operational accuracy.

Sima earned her Master of Finance degree with honors from Saint Mary’s University in Halifax, as well as a Master’s in Economic Development and Planning from abroad and she is currently pursuing further professional development in the investment field.

Fluent in English and Persian, Sima brings an analytical and client-focused approach to her work, strengthened by a deep understanding of multicultural client needs.

Originally from Iran, she has been living in Halifax for over three years and truly enjoy calling it home. Outside of work, she enjoys movie nights, social get-togethers, and spending time with my inquisitive son. She also loves baking birthday cakes, cooking Persian meals, and embracing lifelong learning.