As a Portfolio Manager and Associate Investment Counsellor at BMO Private Wealth, I provide holistic and customized wealth management solutions to a select group of high-net-worth families. I have over six years of experience in the financial services industry.I work closely with a team of experts to deliver comprehensive wealth management services that address the unique needs and goals of each client. I am passionate about helping my clients to preserve, grow, and efficiently transfer their wealth, while ensuring their financial well-being and peace of mind.I am a CFA charter holder with a ...