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BMO Specialist portrait image. Your local Private Wealth specialist in Calgary, AB

Rob Wilson

Address

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

Languages

    English

My Background

For the past 30 years I have been advising clients on how to formulate a trusted investment strategy for their own personal wealth creation. To develop an understanding of a client’s financial and retirement goals I am able to customize a portfolio tailored to best suit their individual needs. Simplify your investment strategy. Focusing on high quality equities through diversification, which reduces portfolio risk, will reward clients with long-term capital appreciation and dividend growth, a sentiment that anchors my own personal investment strategy. Relationship quality serves as a predictor of client loyalty and being part of a strong group of Investment Advisors and Administrative Professionals with over 150 years of combined experience, I am able to meet client expectations today and even better tomorrow.

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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.