BMO Wealth Management - Canada
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BMO Wealth Management - Canada Employees
Employee
Years
Job
Industry
Alex Gauthier PFP®, FCSI® Alex Gauthier PFP®, FCSI®'s BMO Wealth Management - Canada Experience December 2009 - Present
Job Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Wealth Management - Canada December 2009 - Present
Bank of Montreal May 2004 - December 2009
Bank of Montreal September 2003 - May 2004
Skills
Credit, Small Business Lending, Mortgage, Mutual Funds, Banking, Mortgage Lending, Loans, Investments, Client Service, Private Banking, Debt, Consumer Lending, Lines Of Credit, Credit Analysis, Retirement Planning, Financial Advisory, Personal Finance, Personal Banking, Residential Mortgages, Relationship Management, High Net Worth..., Home Equity Lines of..., Retail Banking, Financial Services
Education
Canadian Securities Institute 2012 — 2013
Fellow of Canadian Securities Institute (FCSI)
Institute for Canadian Bankers 2004 — 2004
Investment Funds in Canada
Algonquin College of Applied Arts and Technology 1999 — 2002
Business Marketing, Business Administration
BMO Wealth Management - Canada December 2009 - Present
Bank of Montreal May 2004 - December 2009
Bank of Montreal September 2003 - May 2004
Skills
Credit, Small Business Lending, Mortgage, Mutual Funds, Banking, Mortgage Lending, Loans, Investments, Client Service, Private Banking, Debt, Consumer Lending, Lines Of Credit, Credit Analysis, Retirement Planning, Financial Advisory, Personal Finance, Personal Banking, Residential Mortgages, Relationship Management, High Net Worth..., Home Equity Lines of..., Retail Banking, Financial Services
Education
Canadian Securities Institute 2012 — 2013
Fellow of Canadian Securities Institute (FCSI)
Institute for Canadian Bankers 2004 — 2004
Investment Funds in Canada
Algonquin College of Applied Arts and Technology 1999 — 2002
Business Marketing, Business Administration
Hamza Afzaal's BMO Wealth Management - Canada Experience July 2014 - July 2015
Job Investment Specialist at BMO Wealth Management
Industry Financial Services
Experience
BMO Wealth Management - Canada July 2014 - July 2015
Glentel September 2012 - January 2014
Diyatech (offshore office of Alachisoft) June 2007 - July 2008
Skills
Communication, Teamwork, Team Leadership, Cross Functional Team..., Time Management, Recruiting, Training, Human Resources, Management, Marketing, Sales, Team Management, Merchandising, Project Planning, Microsoft Office, Customer Service, Leadership, Analysis, Data Analysis, Finance
Education
University of Toronto at Mississauga - Erindale College 2008 — 2012
Bachelor of Business Administration (BBA), Management Specialist, 3.09
University of Siena 2010 — 2010
Business: European Perspective., B
BMO Wealth Management - Canada July 2014 - July 2015
Glentel September 2012 - January 2014
Diyatech (offshore office of Alachisoft) June 2007 - July 2008
Skills
Communication, Teamwork, Team Leadership, Cross Functional Team..., Time Management, Recruiting, Training, Human Resources, Management, Marketing, Sales, Team Management, Merchandising, Project Planning, Microsoft Office, Customer Service, Leadership, Analysis, Data Analysis, Finance
Education
University of Toronto at Mississauga - Erindale College 2008 — 2012
Bachelor of Business Administration (BBA), Management Specialist, 3.09
University of Siena 2010 — 2010
Business: European Perspective., B
Tetyana Lola's BMO Wealth Management - Canada Experience December 2011 - Present
Job Financial Analyst at BMO Wealth Management
Industry Banking
Experience
BMO Wealth Management - Canada December 2011 - Present
Burnac Corporation February 2008 - December 2011
Mother Parkers Tea & Coffee May 2002 - February 2008
Skills
Financial Reporting, Financial Analysis, Forecasting, Social Media, New Business Development, Inventory Management, Customer Service, Strategic Financial..., Sourcing, Microsoft Word, Recruiting, Financial Modeling, Budgets, Valuation, Talent Acquisition, Accounts Payable, Cash Flow, Process Improvement, Financial Accounting, Corporate Finance, Finance, SAP, Microsoft Excel, Management, Time Management, Negotiation, Team Leadership, Business Planning, Internal Controls, Account Reconciliation, Leadership, Business Analysis, Accounting, Variance Analysis, Auditing, Accounts Receivable, Analysis, General Ledger, Cost Accounting, Financial Planning
Education
Sheridan College 2004 — 2007
Business Administration Diploma, Accounting Major
BMO Wealth Management - Canada December 2011 - Present
Burnac Corporation February 2008 - December 2011
Mother Parkers Tea & Coffee May 2002 - February 2008
Skills
Financial Reporting, Financial Analysis, Forecasting, Social Media, New Business Development, Inventory Management, Customer Service, Strategic Financial..., Sourcing, Microsoft Word, Recruiting, Financial Modeling, Budgets, Valuation, Talent Acquisition, Accounts Payable, Cash Flow, Process Improvement, Financial Accounting, Corporate Finance, Finance, SAP, Microsoft Excel, Management, Time Management, Negotiation, Team Leadership, Business Planning, Internal Controls, Account Reconciliation, Leadership, Business Analysis, Accounting, Variance Analysis, Auditing, Accounts Receivable, Analysis, General Ledger, Cost Accounting, Financial Planning
Education
Sheridan College 2004 — 2007
Business Administration Diploma, Accounting Major
Chris Andreou Chris Andreou's BMO Wealth Management - Canada Experience June 2015 - Present
Job Wealth Management Associate at BMO Wealth Management Canada
Industry Financial Services
Experience
BMO Wealth Management - Canada June 2015 - Present
Wilfrid Laurier University January 2015 - April 2015
BMO Financial Group May 2014 - August 2014
Wilfrid Laurier University August 2013 - April 2014
Wilfrid Laurier University August 2012 - May 2013
Skills
Data Analysis, Leadership, Teamwork, Team Leadership, Building Relationships, Critical Thinking, Team Building, Management, Research, Stock Market Analysis, Organization, Event Planning, Community Development, Time Management, Microsoft Office, Microsoft Excel
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
The Hong Kong University of Science and Technology 2014 — 2014
Exchange - One Semester, Banking, Corporate, Finance
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
Iroquois Ridge High School 2008 — 2011
89
BMO Wealth Management - Canada June 2015 - Present
Wilfrid Laurier University January 2015 - April 2015
BMO Financial Group May 2014 - August 2014
Wilfrid Laurier University August 2013 - April 2014
Wilfrid Laurier University August 2012 - May 2013
Skills
Data Analysis, Leadership, Teamwork, Team Leadership, Building Relationships, Critical Thinking, Team Building, Management, Research, Stock Market Analysis, Organization, Event Planning, Community Development, Time Management, Microsoft Office, Microsoft Excel
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
The Hong Kong University of Science and Technology 2014 — 2014
Exchange - One Semester, Banking, Corporate, Finance
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
Iroquois Ridge High School 2008 — 2011
89
Nicholas Clarke's BMO Wealth Management - Canada Experience January 2015 - Present
Job Investment Specialist at BMO Wealth Management Canada
Industry Investment Management
Experience
BMO Wealth Management - Canada January 2015 - Present
TD February 2014 - January 2015
Sobey School of Business IMPACT Fund September 2012 - May 2013
Pro Hockey Life Sporting Goods Inc. September 2008 - December 2010
Skills
Financial Modeling, Communication, Organization, Portfolio Management, Customer Service, Corporate Finance, Investments, Fixed Income Analysis, Business Ethics, Corporate Law, Financial Analysis, Equity Research, Bloomberg Terminal, Bloomberg, Teamwork, Data Analysis, Microsoft Excel, Leadership, Time Management, Research, Valuation, PowerPoint, Access, VBA, Accounting, Team Leadership, Equities, Derivatives
Education
Sobey School of Business at Saint Mary's University 2009 — 2013
Bachelor of Commerce (BCom), Finance, General
BMO Wealth Management - Canada January 2015 - Present
TD February 2014 - January 2015
Sobey School of Business IMPACT Fund September 2012 - May 2013
Pro Hockey Life Sporting Goods Inc. September 2008 - December 2010
Skills
Financial Modeling, Communication, Organization, Portfolio Management, Customer Service, Corporate Finance, Investments, Fixed Income Analysis, Business Ethics, Corporate Law, Financial Analysis, Equity Research, Bloomberg Terminal, Bloomberg, Teamwork, Data Analysis, Microsoft Excel, Leadership, Time Management, Research, Valuation, PowerPoint, Access, VBA, Accounting, Team Leadership, Equities, Derivatives
Education
Sobey School of Business at Saint Mary's University 2009 — 2013
Bachelor of Commerce (BCom), Finance, General
Maisha Chowdhury's BMO Wealth Management - Canada Experience March 2015 - Present
Job Administrative Sales Assistant at BMO Wealth Management
Industry Banking
Experience
BMO Wealth Management - Canada March 2015 - Present
BMO Nesbitt Burns June 2014 - March 2015
Reitmans Canada Ltée/Ltd March 2011 - June 2014
Skills
Teamwork, Team Leadership, Customer Service, Research, Business Management, Project Management, Administration, Time Management, Public Speaking, Customer Relations, Health Policy, Political Science, Creative Arts, Event Planning, Sales, Leadership, Training, Social Media, Marketing, Strategic Planning, Retail, Sales Management, Social Media Marketing, Teaching, Public Relations, Social Networking, Management, Event Management, Fundraising, Analytical Skills, Critical Thinking, Microsoft Office, English, Bengali
Education
Ryerson University 2014 — 2015
Business Management Certificate, Business Administration and Management, General
University of Toronto 2010 — 2014
Completed year 3, Political Science and Health Studies
Bowmanville High School 2006 — 2010
High School, OSSD
BMO Wealth Management - Canada March 2015 - Present
BMO Nesbitt Burns June 2014 - March 2015
Reitmans Canada Ltée/Ltd March 2011 - June 2014
Skills
Teamwork, Team Leadership, Customer Service, Research, Business Management, Project Management, Administration, Time Management, Public Speaking, Customer Relations, Health Policy, Political Science, Creative Arts, Event Planning, Sales, Leadership, Training, Social Media, Marketing, Strategic Planning, Retail, Sales Management, Social Media Marketing, Teaching, Public Relations, Social Networking, Management, Event Management, Fundraising, Analytical Skills, Critical Thinking, Microsoft Office, English, Bengali
Education
Ryerson University 2014 — 2015
Business Management Certificate, Business Administration and Management, General
University of Toronto 2010 — 2014
Completed year 3, Political Science and Health Studies
Bowmanville High School 2006 — 2010
High School, OSSD
Nicholas Hanna's BMO Wealth Management - Canada Experience July 2014 - Present
Job Investment Specialist BMO Wealth Management
Industry Banking
Experience
BMO Wealth Management - Canada July 2014 - Present
BMO Financial Group April 2014 - July 2014
BMO Financial Group December 2013 - April 2014
BMO Financial Group February 2013 - December 2013
McGill University Health Centre 2007 - 2008
Education
McGill University
B.Sc., Biochemistry, Pharmacology
BMO Wealth Management - Canada July 2014 - Present
BMO Financial Group April 2014 - July 2014
BMO Financial Group December 2013 - April 2014
BMO Financial Group February 2013 - December 2013
McGill University Health Centre 2007 - 2008
Education
McGill University
B.Sc., Biochemistry, Pharmacology
Patrick Savoy Patrick Savoy's BMO Wealth Management - Canada Experience May 2015 - Present
Job Regional Sales Manager, Retail Sales at BMO Wealth Management Canada
Industry Financial Services
Experience
BMO Wealth Management - Canada May 2015 - Present
BMO Global Asset Management February 2006 - May 2015
GrowthWorks Capital 2003 - 2006
TD Bank Group December 2001 - June 2003
White Spot 1988 - 2000
Skills
Mutual Funds, Trading, Securities, Customer Service, Options, Fixed Income, Insurance, Wealth Management, Capital Markets, Asset Allocation, Investment Strategies, Sales, Alternative Investments, Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Relationship Management, Funding, Asset Management, Financial Advisory, Investment Management, Retirement, Investment Advisory, Finance, Risk Management, Financial Planning
Education
BCIT 1994 — 1997
Diploma of Technology, Financial Management - Financial Planning Option
Capilano College 1990 — 1992
Business Administration Certificate, Business Administration
BMO Wealth Management - Canada May 2015 - Present
BMO Global Asset Management February 2006 - May 2015
GrowthWorks Capital 2003 - 2006
TD Bank Group December 2001 - June 2003
White Spot 1988 - 2000
Skills
Mutual Funds, Trading, Securities, Customer Service, Options, Fixed Income, Insurance, Wealth Management, Capital Markets, Asset Allocation, Investment Strategies, Sales, Alternative Investments, Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Relationship Management, Funding, Asset Management, Financial Advisory, Investment Management, Retirement, Investment Advisory, Finance, Risk Management, Financial Planning
Education
BCIT 1994 — 1997
Diploma of Technology, Financial Management - Financial Planning Option
Capilano College 1990 — 1992
Business Administration Certificate, Business Administration
Kenneth Noguchi's BMO Wealth Management - Canada Experience May 2015 - August 2015
Job Consulting PM & Project Delivery Intern at BMO Wealth Management Canada
Industry Health, Wellness and Fitness
Experience
BMO Wealth Management - Canada May 2015 - August 2015
Harbourfront Centre July 2013 - August 2014
Conseil scolaire Viamonde September 2013 - July 2014
KEEN August 2012 - September 2013
Skills
Leadership, Time Management, Teamwork, Social Media, PowerPoint, Microsoft Office, Sports, Fundraising, Social Networking, Microsoft Excel, Athletics, Public Speaking, Customer Service, Event Planning, Microsoft Word, Research, Critical Thinking, Sales, Event Management, Community Outreach, Training, Fitness
Education
McMaster University 2014 — 2018
Bachelor’s Degree, H.BSc.Kinesiology, Level II, Minor in Geography
Le College Francais 2008 — 2014
Ontario Secondary School Diploma, General Studies, A
BMO Wealth Management - Canada May 2015 - August 2015
Harbourfront Centre July 2013 - August 2014
Conseil scolaire Viamonde September 2013 - July 2014
KEEN August 2012 - September 2013
Skills
Leadership, Time Management, Teamwork, Social Media, PowerPoint, Microsoft Office, Sports, Fundraising, Social Networking, Microsoft Excel, Athletics, Public Speaking, Customer Service, Event Planning, Microsoft Word, Research, Critical Thinking, Sales, Event Management, Community Outreach, Training, Fitness
Education
McMaster University 2014 — 2018
Bachelor’s Degree, H.BSc.Kinesiology, Level II, Minor in Geography
Le College Francais 2008 — 2014
Ontario Secondary School Diploma, General Studies, A
Oriole Burton's BMO Wealth Management - Canada Experience July 2015 - Present
Job Manager, Compliance at BMO Wealth Management Canada
Industry Capital Markets
Experience
BMO Wealth Management - Canada July 2015 - Present
Ontario Securities Commission April 2010 - July 2015
Ontario Securities Commission October 2003 - April 2010
Skills
Policy, Securities Regulation, Corporate Governance, Legal Research, Legal Writing, Capital Markets, Governance, Risk Management, Corporate Law, Due Diligence, Mutual Funds, Legal Advice, Research, Microsoft Office, Investments, Speech Writing
Education
Canadian Securities Institute
Queen's University
BA/BEd, English Literature and Music
BMO Wealth Management - Canada July 2015 - Present
Ontario Securities Commission April 2010 - July 2015
Ontario Securities Commission October 2003 - April 2010
Skills
Policy, Securities Regulation, Corporate Governance, Legal Research, Legal Writing, Capital Markets, Governance, Risk Management, Corporate Law, Due Diligence, Mutual Funds, Legal Advice, Research, Microsoft Office, Investments, Speech Writing
Education
Canadian Securities Institute
Queen's University
BA/BEd, English Literature and Music
Maria Sipsis's BMO Wealth Management - Canada Experience December 2014 - Present
Job Project Delivery Manager at BMO Financial Group
Industry Banking
Experience
BMO Wealth Management - Canada December 2014 - Present
BMO Wealth Management - Canada January 2013 - December 2014
BMO Financial Group March 2010 - January 2013
BMO Financial Group February 2009 - March 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Project Planning, Business Analysis, Process Improvement, Change Management, Project Delivery, Customer Experience, Banking, Business Process..., Employee Engagement
Education
Ryerson University 1995 — 1999
Bachelor’s Degree, Accounting and Finance
BMO Wealth Management - Canada December 2014 - Present
BMO Wealth Management - Canada January 2013 - December 2014
BMO Financial Group March 2010 - January 2013
BMO Financial Group February 2009 - March 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Project Planning, Business Analysis, Process Improvement, Change Management, Project Delivery, Customer Experience, Banking, Business Process..., Employee Engagement
Education
Ryerson University 1995 — 1999
Bachelor’s Degree, Accounting and Finance