David Milner
CFP, B. Comm.,CIM

My Background

For his entire career David has been dedicated to supporting clients towards making "Good Financial Decisions". A second generation Bank of Montreal employee David joined BMO in 2005 while completing his Bachelor of Commerce degree at St. Mary’s University. After spending over a decade in several roles across BMO David transitioned to BMO Nesbitt Burns in 2017. A Certified Financial Planner (CFP^®) and Chartered Investment Manager (CIM^®) David's focus is providing personalized Financial Plans that empower clients to make informed decisions. David is proud to call Dartmouth home with his wife Lindsay and their three young daughters.