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Robert Zanfir

Address

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

Languages

    English

My Background

Robert has 10 years of financial services experience, holds the Certified Financial Planner (CFP) designation and is working on completing his Chartered Investment Manager designation. His previous experience includes roles at RBC as a successful Investment & Retirement Planner with RBC Financial Planning and Private Banking, and at CIBC as a Financial Advisor. He comes from a legal background having attended ULV College of Law in California, and was recently married to Nina.

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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.