Robert Kennedy

My Background

Robert joined BMO Wealth Management in 2008 and has extensive experience managing discretionary investment portfolios. As a registered portfolio manager, he has a fiduciary relationship with BMO Wealth clients. Robert has also worked in the Trust industry focusing on estate administration and planning. As a Senior Investment Counsellor, Robert helps clients identify and prioritize their financial goals. He then focuses on providing comprehensive and customized wealth plans to illustrate and action each goal. Through the wealth planning process Robert implements personalized investment solutions for high net worth clients and their families. Leveraging access to the global resources and expertise of BMO Financial Group, Robert collaborates with his partners enterprise-wide to provide a comprehensive suite of wealth services including discretionary investment management, banking and tax and estate planning.