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    Warren Wood
    CFA, CFP, FCSI


    Address

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

    Languages

      English

    My Background

    I have over 20 years of experience in the investment and banking industry. After graduating from the University of Saskatchewan in 1992 with a B.Comm in Finance, I completed the CERTIFIED FINANCIAL PLANNER® designation granted by the Financial Planning Standards Council and the Chartered Financial Analyst designation through the CFA institute. I take great pride in being open and honest with my clients and helping them protect their hard earned wealth.

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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.