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Mike Gill
CFA

Address

595 Burrard Street
9th Floor
Vancouver, BC V7X 1L7

Languages

My Background

As an Investment Counsellor, Mike is responsible for managing discretionary investment portfolios for over 100 high net-worth families across Canada. Following a disciplined discovery process to understand each client’s unique investment goals, Mike builds diversified & tax-efficient investment portfolios tailored to the individual needs of each his clients. In Vancouver, Mike began his career in finance with one of Canada’s largest wealth management institutions. As a Business Development Supervisor, Mike was challenged with the task of educating the investing public through a wide range of investment seminars; from basic introductory courses to complex options trading seminars. Mike then joined a boutique investment management firm based in Bermuda & the Cayman Islands as an Investment Advisor. In this capacity Mike advised a global base of clients, managing nearly $100 million in financial assets divided amongst equity and fixed income investments within both segregated and proprietary mutual fund portfolios. Mike received a Bachelor’s of Commerce Degree majoring in Finance from the University of British Columbia’s Sauder School of Business, and is a licensed Portfolio Manager with the British Columbia Securities Commission. Mike has also completed both the Options Licensing Course and the Derivatives Fundamentals Course within the Canadian Securities Institute. Mike holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Vancouver Society.

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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.