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David Milner
CFP, B. Comm.

Address

245 Baker Drive
Dartmouth, NS B2W 6L4

Languages

    English

My Background

A native of Dartmouth, I joined BMO Financial Group in 2005. I am actively seeking new clients to help grow their wealth in a tax efficient manner. I base all investment decisions on you, your needs and the Financial Plan we will build together. I am a graduate of St. Mary’s University with a Bachelor of Commerce majoring in Finance. In 2013 I attained my CERTIFIED FINANCIAL PLANNER® Designation. I continue to live in Dartmouth with my wife Lindsay.

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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.