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Ali Edgell

Address

730 View Street
Victoria, BC V8W 3Y7

Languages

    English

My Background

I am a second generation Portfolio Manager and one of the few Portfolio Managers on Vancouver Island. I began my career in 1994 with four beliefs: a wealth management plan is imperative to minimize emotional decision making and measure progress toward goals; a disciplined investment process, consistently applied, mitigates risk and provides for financial reward; regular review ensures relevancy as your financial reality evolves; and, my transparent and understood fees are fair to all concerned.

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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.