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

    Sean Rourke

    Address

    10175 - 101 Street NW
    19th Floor
    Edmonton, AB T5J 0H3

    Languages

      English

    My Background

    Sean has worked with Ross McCrady & Nesbitt Burns since December 1997. Sean has achieved both his CFA designation, as well as his Portfolio Manager designation – the industry’s highest achievement. These designations allow him to deliver discretionary investment management to clients with sophisticated financial needs. This is awarded to an exclusive group of advisors who meet strict standards for education, long work experience, and practice with the highest standards of ethics and dedication to clients. He has built a reputation as a trusted Portfolio Manager.

    Sean’s education and other professional designations include: Financial Management Advisor (FMA), Bachelor of Commerce in Finance (B.Comm.) from the University of Alberta, as well as the Fellowship of the Canadian Securities Institute (FCSI).

    Outside of the office, Sean enjoys golf, skiing, regular exercise, reading business fiction, or autobiographies, and most of all travelling with his wife, Christine. Sean is very active with the Alzheimers Society of Alberta & NWT, and also sits on the board of the Minerva Foundation.

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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.