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    Marvin Klein


    Address

    5109 - 50th Street
    Drayton Valley, AB T7A 1R9

    Languages

      English

    My Background

    Upon graduating from the University of Alberta, Marvin accepted employment with a major Canadian bank in the role of Management Trainee.  Now, with over 20 years of experience and education in the investment and banking industry, he brings a wide range of knowledge and expertise, helping our team as we strive to maintain the highest standard of service and advice. Beyond work, Marvin enjoys spending time with family, participating in various sporting activities, travelling, and self-education.

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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.