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    Robert Babee

    Address

    10178 101 Street NW
    Edmonton, AB T5J 0C11

    Languages

      English

    My Background

    With almost 30 years of experience as an Investment Advisor at BMO Nesbitt Burns, Robert provides the Edmonton business community with strategies for succession, tax management, share structuring, holdco cash flow, and other complexities. He partners with BMO specialists to deliver a full value-added package of services, including trust and estate planning, financial planning, insurance solutions and more. Robert also collaborates with BMO Nesbitt Burns’ deal team, which will meet with ultra-high net worth clients to discuss venture capital opportunities. Robert joined BMO after spending a decade at the University of Alberta, where he earned a Bachelor of Science in Math, a Bachelor of Arts in Economics and a Bachelor of Commerce in Finance. In 2021, Robert teamed up with Kevin Algajer and Carmen Phillips to form the ABC Wealth Management Group, where he manages client assets through BMO Nesbitt Burns’ discretionary money management platforms to take advantage of the security selection skills of top pension managers. Robert’s personal life is devoted to his young son, who takes part in jiu jitsu, soccer and hockey activities. The two stay active by cycling together. They reside in a historic church that has been converted into a very large home. To support his community in a unique way, Robert often donates his house as a venue for charitable foundation fundraisers. Stollery Kids Hospital, Youth Employment and Skills Strategy (YESS), the Lung Association, Edmonton Fire Rescue Services, and other organizations have hosted gala events there.

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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.