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Brad Bolton


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



My Background

Trust is the foundation on which my practice has been built and why it grows exclusively from client referrals. I received an Award of Excellence from the Canadian Securities Institute for a grade in the top 1% in Canada for the Professional Financial Planning Course.  I customize portfolios for each client emphasizing the preservation of capital while generating tax-efficient income. I volunteer as a basketball coach for my daughter’s teams and with the International Justice Mission of Canada.

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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.