Our Team

As an Associate Investment Counsellor with BMO Private Investment Counsel Inc., Zach works with affluent clients seeking a unique platform of services that includes institutional discretionary investment management, private banking and tax and estate planning in an all-in-one comprehensive offering. Zach has over 5 years experience in the financial services industry working with high-net-worth and ultra high-net-worth families, corporations and trusts on their complex and day to day investment needs.

In managing portfolios on a discretionary basis, Zach looks to gain a holistic understanding of each client’s unique situation. He leverages his financial services experience to create comprehensive, goals-based investment plans while maintaining a strong focus on wealth creation, preservation, and transition.

Zach graduated from Concordia University's John Molson School of Business in Montreal with a Bachelor of Commerce degree in Finance, with a minor in Economics. He is also a Chartered Financial Analyst® (CFA) Charterholder and is licensed as an Advising Representative in Ontario and Quebec.

Outside of the office he is involved in his local community as Board Member & Treasurer for the James Shaver Woodsworth Homestead Foundation, a charitable organization that oversees the preservation and operation of a historical landmark in Etobicoke, Ontario.

Bright Bennett helps our team to enhance the wealth management experience for our busy clientele. He is responsible for onboarding new clients and helping to transition and consolidate their assets. Bright strengthens our business relationships by providing financial solutions that meet our clients’ complex needs and seeking opportunities to enhance and protect their wealth. He also manages our administrative hub, keeping everyone organized, well scheduled and well prepared for client meetings. His excellence has been recognized twice with a BMO Spotlight Award in 2019 and 2021.
 
Bright has 10 years of experience in the investment industry and joined BMO Financial Group in 2009. Prior to becoming a Portfolio Associate, he worked with BMO as a Financial Services Manager and a Five-Star Client Relationship Consultant. He also worked with Fidelity Investments as an Operations Analyst. Bright holds a diploma in Business Management and Financial Services from Humber College and the Canadian Investment Manager (CIM®) and Qualified Associate Financial Planner (QAFPTM) designations. He also has a Certificate in Advanced Investment Strategies from the Canadian Securities Institute and a license to offer derivatives and options. Bright is currently pursuing the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. He is fluent in English and Twi, a language spoken in Ghana.

Community involvement is a high priority for Bright. He was BMO’s 2021 United Way Ambassador, is an active participant in yearly fundraising events for Kids Help Phone, and provides food and sanitary products to the homeless in downtown Toronto. When he’s not studying or volunteering, Bright is a sports enthusiast who loves cheering on the Toronto Raptors, Maple Leafs and TFC. He also enjoys traveling, working out and getting together with his young nephew Harrison, his niece Viera and other family members.