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    Adam Fenech

    Address

    360 Oakville Place Drive
    2nd Floor
    Oakville, ON L6H 6K8

    Languages

      English

    My Background

    Adam’s philosophy is to simplify the financial planning process and work with clients in achieving their goals quicker.  In order to do so he works towards building strong, lasting relationships with his clients to gain a comprehensive understanding of their needs and aspirations. A cornerstone to the process is creating a custom-tailored financial plan that is specially targeted towards client specific objectives. Adam’s goal is to ensure his clients have peace of mind in all aspects of their financial endeavours.  Adam was born and raised in Toronto. Prior to joining BMO Nesbitt Burns, he spent 10 years in the investment industry most recently holding the position of Vice President, Equity Research at Barclays in Toronto. He holds an MBA with Distinction from the Schulich School of Business and a B.COMM from University of Toronto.

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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.