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Jeff Katzin
CPA, CA, CFA (Del.)

Address

1 First Canadian Place
40th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Starting at BMO Nesbitt Burns in 2002, Jeff works within the team to create and manage financial plans and investment portfolios for high net worth clients. With his proficient background of both Canadian taxation and Portfolio Management, Jeff works with the Tax Specialists at BMO Nesbitt Burns and clients’ tax advisors to ensure portfolios are optimized with a focus on risk-adjusted, after-tax, total returns. Prior to his role as an Investment Advisor, Jeff worked in Corporate Finance at Deloitte where he specialized in business valuations and due diligence engagements. He then moved onto become the Director of Finance & Administration for a major Canadian Consumer Products company. At home, Jeff has three young boys in competitive hockey and enjoys being a hockey dad and managing one of their teams. When Jeff is not watching his kids play in their various sports and activities, he enjoys being a mini stick goalie for his kids and their friends, family vacations and spending time with his wife Jodi."

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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.