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    David Milner
    CFP, B. Comm.,CIM


    Address

    254 Baker Drive
    Dartmouth, NS B2W 6L4

    Languages

      English

    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.

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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.