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Lawrence Ross

Address

1 First Canadian Place
38th Floor
Toronto, ON M5X 1H3

Languages

    English

My Background

Larry is a Senior Wealth advisor, with over 30 years of industry experience. From the outset of his career, he has focussed on helping individuals realize their retirement goals and lifestyle wishes. He always starts with the big picture and meticulously combines all aspects of one’s Wealth picture, both financial and non-financial into a comprehensive plan. Larry is a Fellow of the Canadian Securities Institute (FCSI), has received the Chartered Investment Manager Designation (CIM®), and has the Professional Financial Planner Designation (PFP®). He is a Life Insurance Advisor, is a Certified Professional Consultant on Aging (CPCA) and is a Registered Portfolio Manager which enables him to manage portfolios on a discretionary basis.

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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.