Aric Truax, CFA
Senior Investment Counsellor & Portfolio Manager
Aric Truax has 25 years of investment management experience and has gathered knowledge and insights in both private client and leadership roles in the business. Prior to becoming an Investment Counsellor, Aric held national office roles at BMO. As BMO Private Banking’s Vice President and Regional Director of Investments in Toronto, he oversaw a team of 20 Investment Counsellors throughout Ontario from Ottawa to Windsor. Previously, he worked with BMO Nesbitt Burns as Vice President and Practice Management Consultant, flying frequently across Canada to help large advisory teams improve their practices. He has also worked as a Supervising Portfolio Manager, ensuring BMO advisors managed discretionary investments prudently while helping them earn their Portfolio Manager accreditation.
Aric entered the industry in 1996 and joined BMO Private Wealth in 2011. He has earned the Chartered Financial Analyst (CFA®) designation and Bachelor of Arts degree in Economics from the University of Victoria. Aric is a member of the CFA Society of Toronto. Before joining BMO, he was an Investment Advisor with another financial institution for 10 years. Aric is a former member of the KW Community Foundation Investment Committee and helped to manage their foundation fund.
Married with two kids, Aric belongs to Westmount Golf and Country Club. He is an avid world traveller having visited 33 different countries and counting.
Anna Hathaway, CFA
Associate Investment Counsellor & Portfolio Manager
Anna Hathaway loves building and maintaining long-term client relationships and has been in the Financial Services Industry for over 16 years. Her primary focus is supporting Aric by working closely with clients to address their diverse needs. She manages the client relationship process from end-to-end, liaising with BMO Wealth Planning partners, and utilizing our technical portfolio management tools to realize our clients’ investment goals within their unique risk parameters.
Anna holds the Chartered Financial Analyst (CFA®) designation. She joined BMO Private Wealth in December 2013 and has held roles as a Portfolio Assistant / Associate before being promoted to Associate Investment Counsellor in 2021. Prior to joining BMO, Anna spent close to nine years working with another financial institution.
Anna enjoys spending time with her husband curling and enjoying the great outdoors with activities such as kayaking, canoeing, biking, and sailing.