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Rachel Gurney

Address

1080 Railway Ave
Canmore, AB T1W1P4

Languages

    English

My Background

Rachel offers comprehensive investment portfolio construction and financial planning services to residents of the Bow Valley and Calgary.   She provides a customized, high touch service to help clients and small businesses manage all their wealth needs.

Rachel has worked in the Investment Industry for 15 years and has been an investment advisor for the past 7 years.  She holds a BA (honors) in Economics from the University of Western Ontario, is a Certified Financial Planner and is currently working on becoming a discretionary portfolio manager.

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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.