Robert Kennedy

Address

50 Bay St. South
2nd Floor
Hamilton, ON L8P 4V9

Languages

English

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.

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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.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.