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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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.