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    BMO Specialist portrait image. Your local Private Wealth specialist in Toronto, ON

    John Valero


    Address

    1 First Canadian Place
    42nd Floor
    Toronto, ON M5X 1H3

    Languages

      English,French,Spanish

    My Background

    John is responsible for meeting the investment management needs of high net worth and ultra-high net worth clients and institutional portfolios in the Greater Toronto Area. John works closely with his colleagues within Private Banking to deliver comprehensive investment strategies that incorporate planning, succession, estate, taxation, and insurance solutions. Prior to assuming his current role, John worked closely with the BPIC investment engine and was responsible for the management of over $1.5B in BPIC portfolios across Canada. John joined the Bank of Montreal’s Investor Services Group in 1996. As a Trading Supervisor, he was responsible for trading equities, fixed income and derivatives for wealthy investors and institutions. John has extensive experience in portfolio construction and risk management, as well as an in-depth knowledge of the financial markets.

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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.