Tel: 403-503-7386

Address

525 8th Ave SW
9th Floor
Calgary, AB
T2P 1G1
Map

Other Locations

350 7th Ave SW
Floor 7
Calgary, Alberta
T2P 3N9

Contact Us

Our Team

 

Derek Beatty, CFA, PFP
Senior Investment Counsellor & Portfolio Manager

Tel: 403-390-0556
Email: Derek.Beatty@bmo.com
Connect with me on LinkedIn

As a Senior Investment Counsellor, Derek works with high net-worth individuals & families, First Nations, Foundations, and Trusts to provide discretionary investment management services to grow savings and wealth.  Derek offers market insight, expertise, and education in delivering value added services that align with a client’s specific needs.

Derek works together with a wider team of wealth planning professionals with expertise in Banking, Trust & Estate, Tax, Insurance, Philanthropic, and Business Succession.  Together, BMO Private Banking aims to deliver a comprehensive wealth plan that is unique to a client’s circumstances and needs.

Originally from Saskatchewan, Derek has a Bachelor of Commerce degree from the University of Manitoba.  He is a Fellow of Canadian Securities Institute, holds the PFP designation, and is a CFA charter holder.

Derek has over 25 years of industry experience, ranging from banking, managed investments, foreign exchange, fixed income, equities, and derivatives.  Derek’s approachable style focuses on client education and utilizing a disciplined approach to help achieve client identified goals.

William Stewart, CFA
Investment Counsellor

Tel: 403-503-7386
Email: William.Stewart@bmo.com
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With 10 years of industry experience, Will joined BMO Private Investment Counsel Inc. in 2012. As an Investment Counsellor, Will offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. He spends time obtaining an in-depth understanding of what a wealthy life means to every client – their priorities on family, work, lifestyle and money. 

With a passionate, diverse team of wealth management professionals, Will creates a customized and flexible wealth management plan that is adjusted regularly according to external conditions and personal transitions. This approach saves clients time and worry when making important decisions. Clients know their financial affairs are in order and are on track to reach their goals throughout their lives – our ultimate benchmark of success. 

Nazmul Huda
Portfolio Associate

Tel: 403-503-6867
Email: Nazmul.Huda@bmo.com
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Joanna Wong
Portfolio Assistant

Tel: 403-234-3820
Email: Joanna.Wong@bmo.com
Connect with me on LinkedIn