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Abe Gottesman
CFA, MBA

Address

1 First Canadian Place
38th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Abe provides services in a few Canadian provinces and has begun to expand his financial services to some U.S States. He has a disciplined investment philosophy and has created four strong portfolio models. Abe is committed to building lasting client relationships and achieving financial goals. Abe Gottesman has been in the investment industry since 2001. Abe holds a Bachelor of Business Administration from Baruch College in New York City; a Master’s in Business Administration from the University of Toronto and is a Chartered Financial Analyst holder. Prior to joining BMO Nesbitt Burns, Abe was a Portfolio Manager responsible for North American equities with the multiple award winning Ivy Team at Mackenzie Investments. When Abe is not following the markets and servicing clients, he is very active in his local community and enjoys spending his spare time with his wife and 3 children.

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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.