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Jeremy Donath
B.A., LL.B., CIM

Address

3985 Highway 7 East
Suite 301
Markham, ON L3R 2A2

Languages

    English

My Background

Jeremy studied Political Science as an undergraduate and went on to earn his Law degree from the University of Western Ontario. He was called to the bar in July 2003. Subsequently, Jeremy spent over 15 years as an Investment Advisor and Associate Portfolio Manager at a large national firm. Jeremy and John’s practice adheres to the mantra of "Invest Beyond The Ordinary" - which is the crafting of individually customized tailored solutions through the use of some traditional but also non traditional investments. Jeremy believes wholeheartedly that investing with an advisor should not just constitute a relationship whereby a client receives standard investment advice. An Investment Advisor should also provide value added information as well as education to help clients make the most informed decisions possible. This type of advice requires Jeremy and his team to become intimately familiar with each clients personal goals. Then, once familiar with those customized needs to conduct vast amounts of due diligence, research, time and focus beyond the ordinary to achieve them.

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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.