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Brad Carter

Address

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

Languages

    English

My Background

Brad is a member of the Chairman’s Council, awarded to the top advisors at the firm. He holds the highest designations conferred by the Canadian Securities Institute – Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). Additionally, Brad has successfully completed the Canadian Options Course and is insurance licensed. His role on the team includes formulating overall investment and portfolio strategy.

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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.