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    BMO Specialist portrait image. Your local Private Wealth specialist in Oakville, ON

    Joel McArter


    Address

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

    Languages

      English

    My Background

    I have been working in the financial industry for over 15 years, first as a Chartered Accountant, and currently as an Investment Advisor with BMO Nesbitt Burns. I graduated from Cornell University in New York with an Honors Bachelor of Science in Economics. I am a CERTIFIED FINANCIAL PLANNER® professional, as well as a Financial Management Advisor, the highest financial planning designation awarded by the Canadian Securities Institute. I am Life Insurance licensed and I am currently working towards becoming a discretionary money manager while earning my Canadian Investment Manager designation.

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