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David Ward

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P 1G1

Languages

    English

My Background

My philosophy is to work with clients in planning & setting financial goals and to create strategies to fund them. I design and maintain cost effective income solutions to assist individuals and families transition from saving to goal funding. My portfolio management and monitoring allows clients to focus on living their lives with the comfort of regular income.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.