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Anna Competrini


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



My Background

For the past 20 years, I have offered a detailed and personal approach to wealth management. I work with a team which has 70 years of combined investment experience and $500 million under management.  As each client has a unique set of needs and goals, my philosophy is to gather as much information possible before any asset allocation and investment decisions are made.  Risk tolerance, time horizon and investment/retirement goals all play a vital role in the investment process. I provide my portfolio management expertise on both a traditional and discretionary basis.

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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.