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James Goldberg

Address

1 First Canadian Place
40th Floor
Toronto, ON M5X 1H3

Languages

    English,French

My Background

James accepted an invitation to join Nesbitt Burns in 2013. Prior to Nesbitt, he was a part of a Chairman’s Council team at another Canadian bank owned brokerage. He is passionate about portfolio management and investment analysis and is a CFA® charter holder. James originally comes from Montreal and can usually be found reading, spending time with family and friends, or skiing the slopes in the winter.

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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.