BMO Investments Inc.
Industry: Company
DescriptionParent organization: BMO Global Asset Management Subsidiaries: GGOF Investment Management, BMO Capital Markets Prop Trading InvestmentsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBMO Global Asset ManagementWebsiteDirections Saved (0) Saved Save 1 Google review Financial institution in Chicago, Illinois Address: 115 S LaSalle St # 11, Chicago, IL 60603 Phone: (312) 461-7699Website: : : : : Hours: Place name: Category: : : Website: https://www.bmo.com/gam Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BMO Global Asset Management Posting publicly on the Web Write a review Reviews 1 Google review
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BMO Investments Inc. Employees
Employee
Years
Job
Industry
Robert Armstrong CFA Robert Armstrong CFA's BMO Investments Inc. Experience 2011 - 2012
Job Vice President, Head of Managed Solutions
Industry Investment Management
Experience
BMO Global Asset Management 2012 - Present
BMO Investments Inc. 2011 - 2012
AGF Management Limited 2008 - 2010
AGF Management Limited 2003 - 2008
AGF Management Limited 2001 - 2003
TD Bank 1998 - 2001
Skills
Mutual Funds, Investments, Investment Strategies, Asset Managment, Portfolio Management, Alternative Investments, Wealth Management, Hedge Funds, Equities, ETFs, Investment Advisory, Capital Markets, Relationship Management, Financial Services, Asset Allocation, Fixed Income, Investment Management, Derivatives, Financial Markets, Bonds, Financial Advisory, Securities, Trading, Equity Research, Asset Management
Education
Université de Poitiers 1996 — 1997
Year of research towards PhD
University of Reading 1995 — 1996
MSc, International Securities, Investment and Banking
Laurentian University/Université Laurentienne 1993 — 1995
MBA
University of Toronto 1989 — 1993
BComm Hons, Management & Economics
BMO Global Asset Management 2012 - Present
BMO Investments Inc. 2011 - 2012
AGF Management Limited 2008 - 2010
AGF Management Limited 2003 - 2008
AGF Management Limited 2001 - 2003
TD Bank 1998 - 2001
Skills
Mutual Funds, Investments, Investment Strategies, Asset Managment, Portfolio Management, Alternative Investments, Wealth Management, Hedge Funds, Equities, ETFs, Investment Advisory, Capital Markets, Relationship Management, Financial Services, Asset Allocation, Fixed Income, Investment Management, Derivatives, Financial Markets, Bonds, Financial Advisory, Securities, Trading, Equity Research, Asset Management
Education
Université de Poitiers 1996 — 1997
Year of research towards PhD
University of Reading 1995 — 1996
MSc, International Securities, Investment and Banking
Laurentian University/Université Laurentienne 1993 — 1995
MBA
University of Toronto 1989 — 1993
BComm Hons, Management & Economics
James Keene, CFP James Keene, CFP's BMO Investments Inc. Experience October 2011 - April 2014
Job Private Wealth Advisor
Industry Financial Services
Experience
BMO Private Banking April 2014 - Present
BMO Investments Inc. October 2011 - April 2014
BMO Financial Group 2011 - 2012
BMO Financial Group 2007 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Asset Allocation, Sales, Financial Planners, Financial Planning, Financial Services, Wealth
Education
George Brown College 2005 — 2006
Financial Planning Certificate, Finance
Wilfrid Laurier University 2002 — 2005
BA, Economics
BMO Private Banking April 2014 - Present
BMO Investments Inc. October 2011 - April 2014
BMO Financial Group 2011 - 2012
BMO Financial Group 2007 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Asset Allocation, Sales, Financial Planners, Financial Planning, Financial Services, Wealth
Education
George Brown College 2005 — 2006
Financial Planning Certificate, Finance
Wilfrid Laurier University 2002 — 2005
BA, Economics
Branislav Vujic Branislav Vujic's BMO Investments Inc. Experience September 2010 - Present
Job Investment Specialist at BMO Mutual Funds
Industry Financial Services
Experience
BMO Investments Inc. September 2010 - Present
Fidelity Investments December 2005 - September 2009
Skylon Tower May 2002 - December 2005
Skills
Financial Modeling, Financial Advisory, Investments, Financial Statement..., PowerPoint, Analysis, Fixed Income, Microsoft Excel, Financial Services, Finance, Outlook, Financial Analysis, Mutual Funds, Wealth Management, Portfolio Management, Financial Planning, Banking, Equities, Relationship Management, Retirement Planning, Asset Management, Risk Management
Education
CMA Ontario 2011 — 2013
Pre-professional candidate, Management Accounting
Investment Banking Institute 2010 — 2010
Training Course, Financial Modeling and Valuation Analysis
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Brock University 1998 — 2002
Honours Bachelor of Business Administration, Finance
BMO Investments Inc. September 2010 - Present
Fidelity Investments December 2005 - September 2009
Skylon Tower May 2002 - December 2005
Skills
Financial Modeling, Financial Advisory, Investments, Financial Statement..., PowerPoint, Analysis, Fixed Income, Microsoft Excel, Financial Services, Finance, Outlook, Financial Analysis, Mutual Funds, Wealth Management, Portfolio Management, Financial Planning, Banking, Equities, Relationship Management, Retirement Planning, Asset Management, Risk Management
Education
CMA Ontario 2011 — 2013
Pre-professional candidate, Management Accounting
Investment Banking Institute 2010 — 2010
Training Course, Financial Modeling and Valuation Analysis
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Brock University 1998 — 2002
Honours Bachelor of Business Administration, Finance
Nathan Johnston, CFP Nathan Johnston, CFP's BMO Investments Inc. Experience March 2008 - May 2014
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth June 2014 - Present
BMO Investments Inc. March 2008 - May 2014
Skills
Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Retirement, Asset Allocation
Education
Saint Mary's University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
TD Wealth June 2014 - Present
BMO Investments Inc. March 2008 - May 2014
Skills
Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Retirement, Asset Allocation
Education
Saint Mary's University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Felix Wong Felix Wong's BMO Investments Inc. Experience December 2013 - Present
Job Financial Planner at BMO Investments Inc.
Industry Banking
Experience
BMO Investments Inc. December 2013 - Present
Bank of Montreal January 2011 - December 2013
Bank of Montreal March 2010 - January 2011
Colliers International June 2008 - August 2008
Skills
Management, Banking, Strategy, Financial Modeling, Investments, Financial Analysis, Team Building, Finance, Strategic Financial..., Risk Management, Financial Planning, Mutual Funds, Financial Services
Education
The University of British Columbia 2005 — 2009
Commerce, Finance
Diocesan Boys School 1999 — 2005
BMO Investments Inc. December 2013 - Present
Bank of Montreal January 2011 - December 2013
Bank of Montreal March 2010 - January 2011
Colliers International June 2008 - August 2008
Skills
Management, Banking, Strategy, Financial Modeling, Investments, Financial Analysis, Team Building, Finance, Strategic Financial..., Risk Management, Financial Planning, Mutual Funds, Financial Services
Education
The University of British Columbia 2005 — 2009
Commerce, Finance
Diocesan Boys School 1999 — 2005
Wendy Farrissey Wendy Farrissey's BMO Investments Inc. Experience October 2005 - October 2007
Job Second Vice President, Trust Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation December 2013 - Present
Northern Trust November 2007 - Present
BMO Investments Inc. October 2005 - October 2007
Baxter Credit Union June 1998 - September 2005
Skills
Retail Banking, Personal Financial..., Investments, Series 7, Series 63,..., Banking, Fixed Annuities, Life Insurance, Financial Services, Finance, Wealth Management
Education
DePaul University 2014 — 2016
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, Focus in Trust and Estate Planning
College of Financial Planning 1994 — 1997
CFP, Financial Planning and Services
College of Lake County
Accounting and Finance
Northern Trust Corporation December 2013 - Present
Northern Trust November 2007 - Present
BMO Investments Inc. October 2005 - October 2007
Baxter Credit Union June 1998 - September 2005
Skills
Retail Banking, Personal Financial..., Investments, Series 7, Series 63,..., Banking, Fixed Annuities, Life Insurance, Financial Services, Finance, Wealth Management
Education
DePaul University 2014 — 2016
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, Focus in Trust and Estate Planning
College of Financial Planning 1994 — 1997
CFP, Financial Planning and Services
College of Lake County
Accounting and Finance
Simon Yeung's BMO Investments Inc. Experience March 2012 - June 2014
Job Business System Analyst, RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets June 2014 - Present
BMO Investments Inc. March 2012 - June 2014
BMO Financial Group November 2006 - March 2012
BMO Financial Group November 2004 - November 2006
BMO Financial Group October 2003 - November 2004
BMO Investments Inc. September 2002 - October 2003
North America Investor (NAI) Interactive Limited July 2001 - November 2001
Challenge Capital Management Limited September 1998 - November 1999
National Panafund Limited (NPL) May 1998 - August 1998
Skills
Analytics, Investments, Business Intelligence, Business Strategy, Banking, Data Mining, Business Analysis, Financial Services, Mutual Funds, Process Improvement, Microsoft Excel, Retail Banking, Financial Analysis, Equities, SAS, IBI Webfocus, SharePoint, SQL, SimCorp Dimension, Business Development, Business Planning, Competitive Analysis, Analysis
Education
Centennial College 2001 — 2001
Post-Graduate E-Commerce, E-Commerce/Electronic Commerce
University of Toronto
Economics
RBC Capital Markets June 2014 - Present
BMO Investments Inc. March 2012 - June 2014
BMO Financial Group November 2006 - March 2012
BMO Financial Group November 2004 - November 2006
BMO Financial Group October 2003 - November 2004
BMO Investments Inc. September 2002 - October 2003
North America Investor (NAI) Interactive Limited July 2001 - November 2001
Challenge Capital Management Limited September 1998 - November 1999
National Panafund Limited (NPL) May 1998 - August 1998
Skills
Analytics, Investments, Business Intelligence, Business Strategy, Banking, Data Mining, Business Analysis, Financial Services, Mutual Funds, Process Improvement, Microsoft Excel, Retail Banking, Financial Analysis, Equities, SAS, IBI Webfocus, SharePoint, SQL, SimCorp Dimension, Business Development, Business Planning, Competitive Analysis, Analysis
Education
Centennial College 2001 — 2001
Post-Graduate E-Commerce, E-Commerce/Electronic Commerce
University of Toronto
Economics
Sandra Baglione Sandra Baglione's BMO Investments Inc. Experience October 2003 - May 2006
Job Managing Director, Core Commercial Operations
Industry Financial Services
Experience
Bank of Montreal August 2011 - Present
BMO October 2007 - August 2011
BMO May 2006 - October 2007
BMO Investments Inc. October 2003 - May 2006
BMO December 1999 - October 2003
BMO March 1989 - December 1999
Skills
Banking, Risk Management, Change Management, Wealth Management, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Financial Analysis, Retail Banking, Strategic Financial..., Financial Services, Human Resources, PMO, Strategic Planning, Governance, Management, Management Consulting, Executive Management, Business Transformation, Investment Banking, SDLC, Finance, Business Analysis, Project Portfolio..., Leadership, Strategy, Business Process..., Project Planning, Asset Management, Business Strategy, Investments, Capital Markets, Workforce Planning, Financial Modeling, Project Management, Mergers & Acquisitions, Process Improvement, Financial Risk, Retirement Planning, Credit, Equities
Education
Dalhousie University 1999 — 2003
MBA, Business
Ryerson University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of Montreal August 2011 - Present
BMO October 2007 - August 2011
BMO May 2006 - October 2007
BMO Investments Inc. October 2003 - May 2006
BMO December 1999 - October 2003
BMO March 1989 - December 1999
Skills
Banking, Risk Management, Change Management, Wealth Management, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Financial Analysis, Retail Banking, Strategic Financial..., Financial Services, Human Resources, PMO, Strategic Planning, Governance, Management, Management Consulting, Executive Management, Business Transformation, Investment Banking, SDLC, Finance, Business Analysis, Project Portfolio..., Leadership, Strategy, Business Process..., Project Planning, Asset Management, Business Strategy, Investments, Capital Markets, Workforce Planning, Financial Modeling, Project Management, Mergers & Acquisitions, Process Improvement, Financial Risk, Retirement Planning, Credit, Equities
Education
Dalhousie University 1999 — 2003
MBA, Business
Ryerson University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Randall Alberts Randall Alberts's BMO Investments Inc. Experience July 2010 - November 2012
Job Vice President, Sales, BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management May 2014 - Present
BMO Global Asset Management November 2012 - May 2014
BMO Investments Inc. July 2010 - November 2012
AGF Funds Inc. February 2007 - June 2010
RBC March 2004 - February 2007
BMO Nesbitt Burns July 1999 - May 2003
Private Investors Management Inc. March 1995 - July 1999
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, High Net Worth..., Financial Advisory, Strategic Financial..., Asset Allocation, Financial Services, Bonds, Relationship Management, Securities, Investment Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Finance, Asset Management, Retirement, Retail Banking, Fixed Income, Banking, Sales Management, Wealth, Wealth Management..., Financial Markets, Trading, Options, Asset Managment, Separately Managed..., Derivatives, Financial Planners, High-Net-Worth..., Portefeuille de fonds, Mutuel de placement, Gestion de patrimoine, Stratégies de placement, Conseils en placements, Planification de la..., Planification..., Conseils financiers, Valeurs mobilières, Capitaux des fonds de..., Services bancaires de..., Services de gestion de...
Education
Heriott Watt University
Master of Business Administration (M.B.A.)
BMO Global Asset Management May 2014 - Present
BMO Global Asset Management November 2012 - May 2014
BMO Investments Inc. July 2010 - November 2012
AGF Funds Inc. February 2007 - June 2010
RBC March 2004 - February 2007
BMO Nesbitt Burns July 1999 - May 2003
Private Investors Management Inc. March 1995 - July 1999
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, High Net Worth..., Financial Advisory, Strategic Financial..., Asset Allocation, Financial Services, Bonds, Relationship Management, Securities, Investment Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Finance, Asset Management, Retirement, Retail Banking, Fixed Income, Banking, Sales Management, Wealth, Wealth Management..., Financial Markets, Trading, Options, Asset Managment, Separately Managed..., Derivatives, Financial Planners, High-Net-Worth..., Portefeuille de fonds, Mutuel de placement, Gestion de patrimoine, Stratégies de placement, Conseils en placements, Planification de la..., Planification..., Conseils financiers, Valeurs mobilières, Capitaux des fonds de..., Services bancaires de..., Services de gestion de...
Education
Heriott Watt University
Master of Business Administration (M.B.A.)
Courtney F Mays's BMO Investments Inc. Experience July 2009 - Present
Job BMO Harris Bank Diners Club USA
Industry Banking
Experience
BMO Harris Bank 2014 - Present
Mays Global May 2012 - Present
BMO Investments Inc. July 2009 - Present
Kohl's Department Stores October 2007 - May 2009
Skills
Time Management, Credit Cards, Public Speaking, Coaching, Customer Service, Sales, Community Outreach, Accounting, Loans, Analysis, Strategic Financial..., Training, Banking, Team Building
Education
Midwest Bible College 2014 — 2015
Bachelor of Theology and Religious Studies
Concordia University-Wisconsin 2011 — 2014
Theology/Theological Studies, Freshman
Rufus king high school 1996 — 2006
General Education, General Education
BMO Harris Bank 2014 - Present
Mays Global May 2012 - Present
BMO Investments Inc. July 2009 - Present
Kohl's Department Stores October 2007 - May 2009
Skills
Time Management, Credit Cards, Public Speaking, Coaching, Customer Service, Sales, Community Outreach, Accounting, Loans, Analysis, Strategic Financial..., Training, Banking, Team Building
Education
Midwest Bible College 2014 — 2015
Bachelor of Theology and Religious Studies
Concordia University-Wisconsin 2011 — 2014
Theology/Theological Studies, Freshman
Rufus king high school 1996 — 2006
General Education, General Education
Colin Miller, CFA's BMO Investments Inc. Experience February 2010 - November 2011
Job Senior Investment Consultant at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt November 2011 - Present
BMO Investments Inc. February 2010 - November 2011
BMO Asset Management September 2008 - February 2010
BMO Nesbitt Burns 2004 - 2008
Skills
Investments, Investment Strategies, Mutual Funds, Wealth Management, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Retirement Planning, Pensions, Fixed Income, Alternative Investments, Equities, Investment Advisory, Retirement
Education
Memorial University of Newfoundland 1998 — 2003
B. Comm, Finance
CFA Institute
CFA Charterholder
Aon Hewitt November 2011 - Present
BMO Investments Inc. February 2010 - November 2011
BMO Asset Management September 2008 - February 2010
BMO Nesbitt Burns 2004 - 2008
Skills
Investments, Investment Strategies, Mutual Funds, Wealth Management, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Retirement Planning, Pensions, Fixed Income, Alternative Investments, Equities, Investment Advisory, Retirement
Education
Memorial University of Newfoundland 1998 — 2003
B. Comm, Finance
CFA Institute
CFA Charterholder
Benoit Giroux Benoit Giroux's BMO Investments Inc. Experience 2006 - 2008
Job Trucker
Industry Transportation/Trucking/Railroad
Experience
Self-employed December 2011 - February 2015
Seiha Network, Japan 2009 - 2011
BMO Investments Inc. 2006 - 2008
Skills
Translation: English to..., Translation Japanese to..., Translation: Spanish to..., Translation Financial..., Translation, Technical Translation, Localization, Linguistics, Trados, Language Services, Proofreading, Foreign Languages, Interpreting, Legal Translation, Subtitling, Language Teaching
Education
CFTR 2014 — 2015
DEP, Transportation and Materials Moving
Canadian Securities Institute (CSI) 2006 — 2006
Canadian Securities Course, Finance, General
Institut des banquiers canadiens 2005 — 2005
Fonds d'investissement au Canada., Finance, General
Concordia University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Tokyo Galaxy Academy 1999 — 2001
Degree given by this private school located in Tokyo., Japanese Language and Literature, Advanced
Self-employed December 2011 - February 2015
Seiha Network, Japan 2009 - 2011
BMO Investments Inc. 2006 - 2008
Skills
Translation: English to..., Translation Japanese to..., Translation: Spanish to..., Translation Financial..., Translation, Technical Translation, Localization, Linguistics, Trados, Language Services, Proofreading, Foreign Languages, Interpreting, Legal Translation, Subtitling, Language Teaching
Education
CFTR 2014 — 2015
DEP, Transportation and Materials Moving
Canadian Securities Institute (CSI) 2006 — 2006
Canadian Securities Course, Finance, General
Institut des banquiers canadiens 2005 — 2005
Fonds d'investissement au Canada., Finance, General
Concordia University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Tokyo Galaxy Academy 1999 — 2001
Degree given by this private school located in Tokyo., Japanese Language and Literature, Advanced
Michael Whittaker, CIM, LLQP Michael Whittaker, CIM, LLQP's BMO Investments Inc. Experience December 2008 - September 2010
Job Associate Branch Manager and Investment Advisor, RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2013 - Present
Raymond James Ltd. September 2010 - January 2013
BMO Investments Inc. December 2008 - September 2010
AIM Trimark Investments December 1995 - December 2008
Skills
Canadian Investment..., Advanced Investment..., Registered Investment..., Sales Recruitment, Options Licensed, Rider Training..., Financial Advisory
Education
Bishop's University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Seaway District High School 1987 — 1991
RBC Dominion Securities January 2013 - Present
Raymond James Ltd. September 2010 - January 2013
BMO Investments Inc. December 2008 - September 2010
AIM Trimark Investments December 1995 - December 2008
Skills
Canadian Investment..., Advanced Investment..., Registered Investment..., Sales Recruitment, Options Licensed, Rider Training..., Financial Advisory
Education
Bishop's University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Seaway District High School 1987 — 1991
Srinivas Rao Anamangandla's BMO Investments Inc. Experience May 2013 - September 2013
Job BI/SQL/DW Developer(SSAS,SSRS,SSIS) at Centage Corporation BIMetrix
Industry Information Technology and Services
Experience
Centage November 2013 - Present
BMO Investments Inc. May 2013 - September 2013
TELUS September 2012 - March 2013
IBM Canada Ltd(Heinz Canada). March 2012 - September 2012
Public Mobile June 2011 - April 2012
Gluskin Sheff + Associates February 2011 - July 2011
TD Canada Trust October 2009 - December 2010
CIBC January 2009 - September 2009
YRDSB(York Region District School Board) September 2008 - December 2008
CIBC May 2008 - August 2008
Skills
Business Intelligence, Data Warehousing, SSIS, SSRS, Crystal Reports, Microsoft SQL Server, Cognos, PL/SQL, SharePoint, SDLC, Business Analysis, Analysis Services, Requirements Gathering, Databases, Oracle, Business Objects, Data Modeling, ETL, DB2, Data Migration, Data Integration, Database Design, Erwin, T-SQL, SQL, Business Intelligence..., Software Project..., Integration, Dimensional Modeling, Data Marts, Enterprise Architecture, Visio, Cognos ReportNet, Business Requirements, Systems Analysis, OLAP, Informatica, Performance Tuning, SQL Tuning, Dashboard, Requirements Analysis
Education
Osmania University 1990 — 1994
Model High School
Centage November 2013 - Present
BMO Investments Inc. May 2013 - September 2013
TELUS September 2012 - March 2013
IBM Canada Ltd(Heinz Canada). March 2012 - September 2012
Public Mobile June 2011 - April 2012
Gluskin Sheff + Associates February 2011 - July 2011
TD Canada Trust October 2009 - December 2010
CIBC January 2009 - September 2009
YRDSB(York Region District School Board) September 2008 - December 2008
CIBC May 2008 - August 2008
Skills
Business Intelligence, Data Warehousing, SSIS, SSRS, Crystal Reports, Microsoft SQL Server, Cognos, PL/SQL, SharePoint, SDLC, Business Analysis, Analysis Services, Requirements Gathering, Databases, Oracle, Business Objects, Data Modeling, ETL, DB2, Data Migration, Data Integration, Database Design, Erwin, T-SQL, SQL, Business Intelligence..., Software Project..., Integration, Dimensional Modeling, Data Marts, Enterprise Architecture, Visio, Cognos ReportNet, Business Requirements, Systems Analysis, OLAP, Informatica, Performance Tuning, SQL Tuning, Dashboard, Requirements Analysis
Education
Osmania University 1990 — 1994
Model High School
Keith Holden, CFA's BMO Investments Inc. Experience September 2000 - March 2003
Job AVP, Advisor Experience and Investment Solutions at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
Anura Munasinghegei's BMO Investments Inc. Experience October 2014 - Present
Job Financial Services Manager
Industry Banking
Experience
BMO Financial Group October 2014 - Present
BMO Investments Inc. October 2014 - Present
BMO Financial Group February 2014 - October 2014
BMO Financial Group January 2013 - February 2014
IFDS ( International Financial Data Services ) February 2010 - May 2010
HNB Sri Lanka August 2004 - September 2005
Skills
IFIC,FP1,Personal..., Accounting, Financial Reporting, QuickBooks, Accpac, Account Reconciliation, Payroll, Financial Accounting, Cash Management, Accounts Receivable, Financial Analysis, Accounts Payable, Bookkeeping, Banking, Credit, Strategic Financial..., Finance, Internal Controls, Leadership, Retail Banking, Customer Service, Management, Team Leadership, Relationship Management, Risk Management, Financial Planning
Education
emb/president
CFSA,BBA 2011 — 2012
Certificate in Financial Service Advice (CFSA)
CSI 2011 — 2012
IFIC, FINANCIAL PLANING 1, PERSONAL FINANCIAL SERVICE ADVICE
Herzing-Toronto 2011 — 2012
DIPLOMA, Financial Services Representative (FSR)
Skills for Change 2009 — 2009
Certificate, Computerized Accounting, Accounting
University of Colombo 1997 — 2001
Bachelor of Business Administration (BBA), Marketing, General
BMO Financial Group October 2014 - Present
BMO Investments Inc. October 2014 - Present
BMO Financial Group February 2014 - October 2014
BMO Financial Group January 2013 - February 2014
IFDS ( International Financial Data Services ) February 2010 - May 2010
HNB Sri Lanka August 2004 - September 2005
Skills
IFIC,FP1,Personal..., Accounting, Financial Reporting, QuickBooks, Accpac, Account Reconciliation, Payroll, Financial Accounting, Cash Management, Accounts Receivable, Financial Analysis, Accounts Payable, Bookkeeping, Banking, Credit, Strategic Financial..., Finance, Internal Controls, Leadership, Retail Banking, Customer Service, Management, Team Leadership, Relationship Management, Risk Management, Financial Planning
Education
emb/president
CFSA,BBA 2011 — 2012
Certificate in Financial Service Advice (CFSA)
CSI 2011 — 2012
IFIC, FINANCIAL PLANING 1, PERSONAL FINANCIAL SERVICE ADVICE
Herzing-Toronto 2011 — 2012
DIPLOMA, Financial Services Representative (FSR)
Skills for Change 2009 — 2009
Certificate, Computerized Accounting, Accounting
University of Colombo 1997 — 2001
Bachelor of Business Administration (BBA), Marketing, General
Cheryl Alvarez's BMO Investments Inc. Experience October 2012 - February 2014
Job Experienced Product Manager
Industry Investment Management
Experience
BMO Investments Inc. October 2012 - February 2014
BMO Investments Inc. August 2010 - January 2012
CIBC Asset Management October 2006 - July 2010
CIBC Asset Management December 2005 - September 2006
Fidelity Investments May 2003 - November 2005
Skills
Product Management, Mutual Funds, Separately Managed..., Client Service, Product Marketing, Financial Services, Project Management, Business Development, Client Services, Program Management, Business Analysis, Strategy
Education
Canadian Securities Institute
Canadian Investment Manager
McMaster University 1998 — 2003
Bachelors of Commerce, Business
BMO Investments Inc. October 2012 - February 2014
BMO Investments Inc. August 2010 - January 2012
CIBC Asset Management October 2006 - July 2010
CIBC Asset Management December 2005 - September 2006
Fidelity Investments May 2003 - November 2005
Skills
Product Management, Mutual Funds, Separately Managed..., Client Service, Product Marketing, Financial Services, Project Management, Business Development, Client Services, Program Management, Business Analysis, Strategy
Education
Canadian Securities Institute
Canadian Investment Manager
McMaster University 1998 — 2003
Bachelors of Commerce, Business
Gregory O'Brien, CFP's BMO Investments Inc. Experience December 2010 - Present
Job Financial Planner, Investment & Retirement Planning at BMO Investments Inc.
Industry Financial Services
Experience
BMO Investments Inc. December 2010 - Present
BMO Invesments September 2008 - August 2011
CIBC October 2006 - October 2007
TD Canada Trust June 2005 - October 2006
Education
George Brown College 2008 — 2008
Financial Planning - Post Graduate Program
Seneca College of Applied Arts and Technology 2002 — 2005
Diploma, Business Administration
Canadian Securities Institute
Securities Liscence, Canadian Securities Course
Financial Planners Standards Council
Certified Financial Planner, CFP
BMO Investments Inc. December 2010 - Present
BMO Invesments September 2008 - August 2011
CIBC October 2006 - October 2007
TD Canada Trust June 2005 - October 2006
Education
George Brown College 2008 — 2008
Financial Planning - Post Graduate Program
Seneca College of Applied Arts and Technology 2002 — 2005
Diploma, Business Administration
Canadian Securities Institute
Securities Liscence, Canadian Securities Course
Financial Planners Standards Council
Certified Financial Planner, CFP
James Poitras's BMO Investments Inc. Experience 2007 - 2009
Job Financial Advisor at Gestion de Patrimoine Desjardins
Industry Financial Services
Experience
Gestion de Patrimoine Desjardins February 2009 - Present
BMO Investments Inc. 2007 - 2009
MD Management Ltd 2002 - 2007
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Retirement, Wealth, Financial Services, Banking, Investment Management, ETFs
Education
Concordia University 1987 — 1989
Bachelor of Commerce (B.Com.), Finance
Gestion de Patrimoine Desjardins February 2009 - Present
BMO Investments Inc. 2007 - 2009
MD Management Ltd 2002 - 2007
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Retirement, Wealth, Financial Services, Banking, Investment Management, ETFs
Education
Concordia University 1987 — 1989
Bachelor of Commerce (B.Com.), Finance
Catherine Musselman's BMO Investments Inc. Experience February 2011 - December 2013
Job Vice President, Compliance & Director, Wealth Management Registrations
Industry Banking
Experience
PCG Compliance, BMO Financial Group December 2013 - Present
BMO Investments Inc. February 2011 - December 2013
BMO Trust Company November 2006 - February 2011
BMO Nesbitt Burns January 2004 - November 2006
Finning International Inc. 1986 - 1998
Skills
Management, Investment Advisory, Pensions, Mutual Funds, Complaint Investigations, Compliance, Securities, Presentations, Leadership, Policy Writing, Wealth Management, AML, Relationship Management, Fixed Income, Financial Planning
Education
University of Toronto St. Michael's College 1980 — 1985
Honours Bachelor of Arts, English
Dalhousie University
Human Resources Management Program
Queens University
Industrial Relations Program
PCG Compliance, BMO Financial Group December 2013 - Present
BMO Investments Inc. February 2011 - December 2013
BMO Trust Company November 2006 - February 2011
BMO Nesbitt Burns January 2004 - November 2006
Finning International Inc. 1986 - 1998
Skills
Management, Investment Advisory, Pensions, Mutual Funds, Complaint Investigations, Compliance, Securities, Presentations, Leadership, Policy Writing, Wealth Management, AML, Relationship Management, Fixed Income, Financial Planning
Education
University of Toronto St. Michael's College 1980 — 1985
Honours Bachelor of Arts, English
Dalhousie University
Human Resources Management Program
Queens University
Industrial Relations Program
Jeff Thorsteinson's BMO Investments Inc. Experience September 2008 - January 2011
Job National Director, Investment Lending, Specialized Sales Group at BMO Financial Group
Industry Investment Management
Experience
BMO Financial Group February 2014 - Present
BMO Financial Group 2008 - Present
BMO Investments Inc. September 2008 - January 2011
BMO Financial Group January 2006 - August 2008
Skills
Strategy Development, Sales Support, Wealth Management, Business Strategy, Investments, Mutual Funds, Mergers, Strategic Planning, Business Planning
Education
McMaster University 1993 — 1994
Masters, Economics
University of Guelph 1987 — 1992
Bachelor of Arts, Economics
BMO Financial Group February 2014 - Present
BMO Financial Group 2008 - Present
BMO Investments Inc. September 2008 - January 2011
BMO Financial Group January 2006 - August 2008
Skills
Strategy Development, Sales Support, Wealth Management, Business Strategy, Investments, Mutual Funds, Mergers, Strategic Planning, Business Planning
Education
McMaster University 1993 — 1994
Masters, Economics
University of Guelph 1987 — 1992
Bachelor of Arts, Economics
Doug Bayne, CPCA, PFP's BMO Investments Inc. Experience September 2004 - November 2009
Job Relationship and Business Development Manager Knowledge Bureau
Industry Financial Services
Experience
Knowledge Bureau March 2014 - Present
Desjardins/MGI Financial April 2010 - April 2013
BMO Investments Inc. September 2004 - November 2009
Skills
PFP financial planning..., Certified Seniors..., Sales Presentations, Proficient with several..., Mutual Fund Sales, Investments
Education
University of Manitoba 1978 — 1982
BA Advanced, Applied Economics
Knowledge Bureau March 2014 - Present
Desjardins/MGI Financial April 2010 - April 2013
BMO Investments Inc. September 2004 - November 2009
Skills
PFP financial planning..., Certified Seniors..., Sales Presentations, Proficient with several..., Mutual Fund Sales, Investments
Education
University of Manitoba 1978 — 1982
BA Advanced, Applied Economics
David Pierre, Pl. Fin.'s BMO Investments Inc. Experience August 2013 - Present
Job Planificateur Financier at BMO Investments Inc.
Industry Banking
Experience
BMO Investments Inc. August 2013 - Present
BMO Investments Inc. November 2012 - August 2013
BMO Financial Group May 2010 - November 2012
Fido Solutions January 2005 - May 2010
Skills
Mutual Funds, Banking, Teamwork, Financial Planning, Investments
Education
Institut québécois de planification financière (IQPF) 2013 — 2013
Planification Financière Pl. Fin., Planification et services financiers
École des sciences de la gestion (ESG UQAM) 2007 — 2010
Baccalauréat en Administration des Affaires (B.A.A), Administration et gestion des affaires, général
BMO Investments Inc. August 2013 - Present
BMO Investments Inc. November 2012 - August 2013
BMO Financial Group May 2010 - November 2012
Fido Solutions January 2005 - May 2010
Skills
Mutual Funds, Banking, Teamwork, Financial Planning, Investments
Education
Institut québécois de planification financière (IQPF) 2013 — 2013
Planification Financière Pl. Fin., Planification et services financiers
École des sciences de la gestion (ESG UQAM) 2007 — 2010
Baccalauréat en Administration des Affaires (B.A.A), Administration et gestion des affaires, général
Harris Ansari, CAMS's BMO Investments Inc. Experience December 2011 - January 2015
Job AML Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2015 - Present
BMO Investments Inc. December 2011 - January 2015
Education
Ryerson University 2007 — 2009
BA, Bachelor of Commerce - Marketing Management
Centennial College 2005 — 2007
Advance Diploma, Business Administration
BMO Capital Markets January 2015 - Present
BMO Investments Inc. December 2011 - January 2015
Education
Ryerson University 2007 — 2009
BA, Bachelor of Commerce - Marketing Management
Centennial College 2005 — 2007
Advance Diploma, Business Administration
Aziz Chowdhury's BMO Investments Inc. Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Scotia Capital Inc. October 2011 - June 2012
Fidelity Investments May 2006 - October 2009
BMO Investments Inc. 2004 - 2005
TD Asset Management 2000 - 2001
Skills
Investments, Pension Administration, CSS
Education
Canadian Securities Institute
CSC, CPH, DFC, OLC and PFPC
Dhaka Bishwabidyalaya
B.A.(Hons.) M.A
Scotia Capital Inc. October 2011 - June 2012
Fidelity Investments May 2006 - October 2009
BMO Investments Inc. 2004 - 2005
TD Asset Management 2000 - 2001
Skills
Investments, Pension Administration, CSS
Education
Canadian Securities Institute
CSC, CPH, DFC, OLC and PFPC
Dhaka Bishwabidyalaya
B.A.(Hons.) M.A
Andrew Rajaram's BMO Investments Inc. Experience January 2013 - August 2013
Job UX Architect
Industry Marketing and Advertising
Experience
Usability Matters May 2015 - Present
OneMethod September 2014 - April 2015
OneMethod June 2014 - August 2014
BMO Investments Inc. January 2013 - August 2013
BMO Investments Inc. September 2009 - January 2013
Skills
Data Analysis, Leadership, Team Leadership, Customer Service, Teamwork, Microsoft Office, Analysis, Risk Management, Time Management, Microsoft Excel, Research, Project Management
Education
Centennial College 2013 — 2014
Post-Graduate Certificate, Interactive Media Management
The University of Edinburgh 2008 — 2009
Master of Science (M.Sc.), Policy Studies
Queen's University 2004 — 2008
Bachelor of Arts (Honours), Political Studies
Usability Matters May 2015 - Present
OneMethod September 2014 - April 2015
OneMethod June 2014 - August 2014
BMO Investments Inc. January 2013 - August 2013
BMO Investments Inc. September 2009 - January 2013
Skills
Data Analysis, Leadership, Team Leadership, Customer Service, Teamwork, Microsoft Office, Analysis, Risk Management, Time Management, Microsoft Excel, Research, Project Management
Education
Centennial College 2013 — 2014
Post-Graduate Certificate, Interactive Media Management
The University of Edinburgh 2008 — 2009
Master of Science (M.Sc.), Policy Studies
Queen's University 2004 — 2008
Bachelor of Arts (Honours), Political Studies
Andrew Turek's BMO Investments Inc. Experience January 2013 - July 2014
Job Sr. Compliance Officer at BMO Investments Inc.
Industry Financial Services
Experience
BMO Investments Inc. January 2013 - July 2014
BMO Trust Company May 2005 - January 2013
Skills
Management, Policy, Finance, Pensions, Banking, Governance, Risk Management, Business Analysis, Tax, Mutual Funds, Research, Investments, Financial Analysis, Tax Accounting, Tax Law, Account Reconciliation, Planning Budgeting &..., Process Improvement, compliance, Financial Policies &..., Operational Risk..., Legislative Research, Project Management, financial reporting, Corporate Governance
Education
McMaster University 1993 — 1998
B.Com, B.A., Business & Political Science
BMO Investments Inc. January 2013 - July 2014
BMO Trust Company May 2005 - January 2013
Skills
Management, Policy, Finance, Pensions, Banking, Governance, Risk Management, Business Analysis, Tax, Mutual Funds, Research, Investments, Financial Analysis, Tax Accounting, Tax Law, Account Reconciliation, Planning Budgeting &..., Process Improvement, compliance, Financial Policies &..., Operational Risk..., Legislative Research, Project Management, financial reporting, Corporate Governance
Education
McMaster University 1993 — 1998
B.Com, B.A., Business & Political Science
Mahiyar Mehta's BMO Investments Inc. Experience January 1994 - Present
Job Financial Planner Investment @ Retirement Planning at BMO Investments Inc.
Industry Financial Services
Experience
BMO Investments Inc. January 1994 - Present
Skills
Mutual Funds, Wealth Management, Investments, Financial Planning, Asset Management, Banking, Retirement Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Investment Strategies, Finance, Investment Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Fixed Income, ETFs, Financial Markets, Equities, Mortgage Lending, Credit Analysis, Retirement
Education
Simon Fraser University 1990 — 1994
BA, Economics
BMO Investments Inc. January 1994 - Present
Skills
Mutual Funds, Wealth Management, Investments, Financial Planning, Asset Management, Banking, Retirement Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Investment Strategies, Finance, Investment Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Fixed Income, ETFs, Financial Markets, Equities, Mortgage Lending, Credit Analysis, Retirement
Education
Simon Fraser University 1990 — 1994
BA, Economics
Darren Persaud, MFin, CIM's BMO Investments Inc. Experience 2010 - 2014
Job Associate at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation 2014 - Present
BMO Investments Inc. 2010 - 2014
Skills
Financial Modeling, Investment Banking, Portfolio Management, Mutual Funds, Equities, Microsoft Office, Equity Research, Financial Analysis, Equity Valuation, Competitive Analysis, Due Diligence, Quantitative Analysis, Qualitative Research, Risk Management, Financial Reporting, Report Writing, Commentary, Industry Analysis, Technical Analysis, Capital Markets, Private Equity, Alternative Investments, Derivatives, Commodities, Trend Analysis, Forecasting, Group Presentations, Trading, Fixed Income, Credit Derivatives, Risk Analysis, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Financial Advice, Investment Strategies, Real Estate Investment, Economics, Credit Analysis, VBA, Financial Planning, Compliance, US GAAP, IFRS, Financial Accounting, Reporting & Analysis, Industry Research, Sector Analysis, Financial Advisory
Education
Queen's University
Master of Finance
Bloomberg LP
Bloomberg Essentials Training Program: Equities
Bloomberg LP
Bloomberg Essentials Training Program: Fixed Income
Bloomberg LP
Bloomberg Essentials Training Program: Commodities
Bloomberg LP
Bloomberg Essentials Training Program: Foreign Exchange (FX)
The Marquee Group
Advanced Financial Modeling
Investment Banking Institutue
Financial Modeling and Valuation
University of Waterloo
Bachelor Of Arts, Major in Economics, Specialization in International Economics, Minor in Management Studies
Fiera Capital Corporation 2014 - Present
BMO Investments Inc. 2010 - 2014
Skills
Financial Modeling, Investment Banking, Portfolio Management, Mutual Funds, Equities, Microsoft Office, Equity Research, Financial Analysis, Equity Valuation, Competitive Analysis, Due Diligence, Quantitative Analysis, Qualitative Research, Risk Management, Financial Reporting, Report Writing, Commentary, Industry Analysis, Technical Analysis, Capital Markets, Private Equity, Alternative Investments, Derivatives, Commodities, Trend Analysis, Forecasting, Group Presentations, Trading, Fixed Income, Credit Derivatives, Risk Analysis, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Financial Advice, Investment Strategies, Real Estate Investment, Economics, Credit Analysis, VBA, Financial Planning, Compliance, US GAAP, IFRS, Financial Accounting, Reporting & Analysis, Industry Research, Sector Analysis, Financial Advisory
Education
Queen's University
Master of Finance
Bloomberg LP
Bloomberg Essentials Training Program: Equities
Bloomberg LP
Bloomberg Essentials Training Program: Fixed Income
Bloomberg LP
Bloomberg Essentials Training Program: Commodities
Bloomberg LP
Bloomberg Essentials Training Program: Foreign Exchange (FX)
The Marquee Group
Advanced Financial Modeling
Investment Banking Institutue
Financial Modeling and Valuation
University of Waterloo
Bachelor Of Arts, Major in Economics, Specialization in International Economics, Minor in Management Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY