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Carlo Ponfoort

Address

1 First Canadian Place
39th Floor
Toronto, ON M5H 1H3

Languages

    English,German,Dutch

My Background

Over 20 years’ experience in the investment industry.
As an investment advisor delivering an institutional investment approach to affluent clients.
As a senior equity analyst covered a broad range of global stocks in the financial sector, consumer staples, consumer cyclical and industrial services. Top-ranked analyst by Bloomberg and widely respected among investors. Strong track record in managing portfolios and identifying excellent investment opportunities.
Financial analysis experience with outstanding financial modelling and accounting skills. Developed capital models, long & short investment models and sophisticated valuations models.

Carlo holds a Master of Financial Analysis & Investment Management (M.Fin.) and Master of Science in Economics (M.Sc.). He has earned the Chartered Investment Manager (CIM®) designation, an industry standard for investment professionals. He holds the CEFA designation (RBA) and certificate in Advanced Investment Advice.

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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.