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David Mongeon
CFP, FMA, FCSI

Address

110 Place d'Orleans Drive
Orleans, ON K1C 2L9

Languages

    English

My Background

As an Investment Advisor at BMO Nesbitt Burns, I strive to establish a standard of service excellence, transparency and integrity to meet the complex needs of Canadians today. I have been providing financial solutions and services to individuals, families and business owners since 1996. Prior to joining BMO Nesbitt Burns, I was a Financial Advisor with TD Canada Trust followed by Senior Financial Planner and Certified Retirement Specialist with TD Wealth Financial Planning in the Ottawa area.

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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.