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Bogdan Yordache

Address

4881 Yonge Street
North York, ON M2N 5X3

Languages

    English,French,Romanian

My Background

For the better part of the last 2 decades I’ve helped individuals and corporate clients navigate the complicated waters of the investment services industry. Over the years I’ve developed a simply model that can be tailored to most client situations. At the core of my model sits the client and their specific needs and wants. Financial planning is a critical part of this process and forms the benchmark that we measure our success with.

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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.