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John Soares

Address

2 St Clair Ave West
Toronto, ON M4V 1L5

Languages

    English,Portuguese

My Background

"I have worked as an Investment Advisor for the past 13 years
Previously, I spent 6 years at a major Trust company managing client investment portfolios.

I graduated from the University of Toronto with an Economics Specialist BA and have since obtained the Certified Financial Planner and Canadian Investment Manager Designations.

Over the years, I have continued to use a disciplined risk management approach. This approach involves building and maintaining a customized portfolio for clients using a globally diversified strategy. The goal is to provide a good return with acceptable volatility to my clients.
"

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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.