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BMO Specialist portrait image. Your local Private Wealth specialist in Vernon, BC

Alex Grimm
QAFP™

Address

2806 32nd Street
Vernon, BC V1T5L7

Languages

    English

My Background

I take a holistic approach to partnering with clients as their Investment Advisor and Financial Planner. Through a disciplined approach we will build strategies together to meet your goals. Whether your focus is Investment and Retirement Planning, protecting your lifestyle and legacy, Succession planning or looking for an Advisor to journey through life with, I will be there to help. I bring 10+ years in the Financial industry, currently hold the QAFP. My clients have access to a full service brokerage and my wealth management team providing expert advice (Accountants, lawyers, insurance, etc). When I am not working with my clients I am spending time with my wife Danie, daughter Addie and son Liam. We love being in the community and enjoying everything the Okanagan has to offer.

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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.