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    Steve Trakas
    CIM, DMS


    13 Angels Drive
    BMO Nesbitt Burns
    Niagara On The Lake, ON L0S 1J1



    My Background

    Steve has been in the investment business since 1997 and has gained experience in a variety of roles during this time. He spent several years as a Research Analyst at T.E. Investment Counsel where he was part of a team that managed approximately $1.4 Billion in assets.

    Steve’s duties included Investment Research and the construction of Investment Policy Statements for private clients and institutions.

    During his career he has had the pleasure of working with corporations, pension funds and many of Canada’s top executives and business owners to manage their risk and achieve their investing goals.

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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.