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Matthew Kenny
CIM

Address

269 Laurier Avenue West
Ottawa, ON K1P 5J9

Languages

    English

My Background

An Investment Advisor since 1982, I hold the Professional Financial Planner and CIM designations from the Canadian Securities Institute. I am a Portfolio Manager and a Life Insurance Licensed Advisor who works with a team of skilled professionals at BMO Nesbitt Burns Financial Services Inc. Clients go through an extensive Investment Planning process to help define personal benchmarks. Portfolios are invested directly in common and preferred shares and bonds. Quarterly Portfolio Analysis is provided to all clients. Services can be offered on a discretionary basis.

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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.