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BMO Specialist portrait image. Your local Private Wealth specialist in Halifax, NS

Jeffrey Rudderham

Address

1675 Grafton Street
Suite 1400
Halifax, NS B3J 0E9

Languages

    English

My Background

Jeff brings 25 years of experience managing investment portfolios for individuals and corporations to the BMO Private Banking team. With his broad‐based industry knowledge, understanding of client investment needs, and direct involvement with the investment management process, he plays a key role in client relations efforts. Prior to joining BMO in 2008, Jeff held increasingly senior positions with several national investment management firms and was a founding partner of Rudderham Norwood Ellison Investment Counsel of Halifax. As Investment Counselor for BMO Private Banking, Jeff assumes the role of Lead Relationship Manager for many of the private bank’s clients. Graduated with a Bachelors degree in Commerce from Saint Mary’s University in Halifax, NS and was awarded the Chartered Financial Analyst (CFA) designation in 2000. He is a Past President of the Atlantic Canada CFA Society and a member of the CFA Institute (formerly AIMR) of Charlottesville, Virginia. Jeff has served numerous charitable fundraising initiatives and has been an active mentor to the St. Mary’s University IMPACT Program in support of the Sobey School of Business Finance program. He currently resides in Bedford, NS with his wife Terri and their three 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.