Jeffrey Rudderham

Senior Investment Counsellor & Portfolio Manager

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 David

Senior Investment Counsellor & Portfolio Manager

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.

Ian Vessey

Senior Investment Counsellor & Portfolio Manager

Ian Vessey is a Senior Investment Counsellor and Portfolio Manager for BMO Private Investment Counsel and is located in our Halifax office. Ian has 35 years of experience in managing large investment portfolios for Private Clients, Foundations, Trusts and other non-profit organizations.  He has held his current role since joining BMO Private Investment Counsel in April, 2000. Ian is responsible for the design and delivery of discretionary portfolio management for our highest value clients.

Prior to joining BMO, Ian held management positions as Regional Director and Senior Portfolio Manager with the Investment Counsel divisions of other major Canadian banks. He is a Chartered Investment Manager, Certified Financial Planner and holds a Business degree from UPEI.

Ian is a native of PEI and has enjoyed his entire investment management career in Atlantic Canada. He has lived in Halifax for the past 36 years with his wife Ann and two children. He is an active member of the Oakfield Golf & Country Club and a member at the CFB Halifax Curling Club.  

Headshot of Colin Marinelli

Colin Marinelli

Investment Counsellor and Portfolio Manager

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

Associate Investment Counsellor

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.

Melissa Meade

Portfolio Assistant

Melissa Meade is a Portfolio Assistant for BMO Private Investment Counsel Inc. Her role on the team is to provide exceptional and professional client experience to support the Investment counsellor Ian Vessey. She began her career with BMO in July of 2000 as a Customer Service Representative and she has worked in a number of different roles before joining the Private Banking team in July of 2009 as a Private Banking Officer. She became a Portfolio Assistant in June 2015 and has been supporting Ian since then.

Melissa enjoys spending time with her spouse, Chris and her cat Lionel. Her hobbies include beachcombing, fishing, gardening, painting, and coloring.  

Mandy Gallant

Senior Portfolio Assistant

Mandy Gallant is a Senior Portfolio Assistant for BMO Private Investment Counsel Inc. offices in Nova Scotia and Newfoundland & Labrador. Her role on the team is to work with the Investment Counsellor to provide an exceptional client experience. Her key focus is to provide administrative services and operational effectiveness. In 2004 Mandy started her career at BMO Financial Group as a Customer Service Representative (CSR) twenty four months later she then joined BMO Harris Private Banking in the role of a Trust & Investment Services assistant. She now focuses primarily on investment administration; however she continues to provide support to our trust business when necessary.

Mandy and her spouse Sean love to travel and enjoy attending live sporting events and will often travel to cold climates to support the Minnesota Vikings (American Football) in addition to travelling, Mandy loves spending time outdoors; camping and fishing are two of her favourite outdoor hobbies. Most importantly she loves spending quality time with her family & their furbabies Vader & Nucky. Mandy attended Saint Mary’s University where she took her Bachelor of Commerce majoring in Finance and Human Resources.

Tanner Morgan

Portfolio Assistant

Tanner Morgan is a Portfolio Assistant 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 out wherever he could. In his spare time Tanner enjoys skiing, golfing, tennis and spending time with family and friends.