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    Mark MacDonald
    CFA, MBA


    210 Front Street
    Belleville, ON K8N 2Z2



    My Background

    Mark has been in the financial services industry since 2006 and has an extensive background in wealth management, banking and fixed income trading.

    As a Portfolio Manager, Mark is responsible for understanding all of his clients’ financial goals and constructing portfolios to help them meet those goals. Mark works closely with each client to build an Investment Policy Statement that takes into account their individual investment objectives and risk parameters. Mark believes that managing risk is as important as managing returns. He is passionate about ensuring clients are well-educated when it comes to wealth management, and he believes the more a client understands the process, the more informed decisions they can make.

    Mark has a Master of Business Administration from Queen’s University and a Bachelor of Business Administration degree in Finance, from Brock University. He has earned the right to use the Chartered Financial Analyst Designation and has completed a number of other industry courses.

    Mark decided to join BMO Nesbitt Burns because of the entrepreneurial environment, the support from BMO Bank of Montreal and the Bank’s partners, and the investment platform.

    When Mark isn’t busy managing portfolios, he spends his summers golfing with his son and winters are spent driving him to hockey. Mark also enjoys reading, watching sports, staying active and spending time with family and friends.

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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.