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Jeff Wilson
CFP®

Address

1 First Canadian Place
39th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Jeff obtained his Masters of Accounting degree at the University of Waterloo and started his career at an Accounting firm in Belleville, Ontario before joining the investment industry in 2005. Having earned his CERTIIFIED FINANCIAL PLANNER® designation in 2010, Jeff now uses his quantitative talents to develop tax efficient investment solutions and comprehensive financial plans for our clients. Outside the office Jeff enjoys hiking, golf, hockey and all things outdoors. He has hiked the West Coast Trail, climbed Mount Kilimanjaro and Mount Rainier in Washington State. Recent expeditions include Denali in Alaska (formerly known as Mt. McKinley) and summiting Mt. Aconcagua in Argentina.

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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.