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David Mandell
CIM®, BA

Address

595 Burrard Street
9th Floor
Vancouver, ON V7K 1L3

Languages

    English

My Background

David joined BMO Nesbitt Burns in 2015 and has worked in financial services & wealth management since 2010. David was born and raised in Vancouver and he attended the University of Victoria where he majored in Economics. David has his Chartered Investment Manager (CIM) designation and is a licensed Associate Portfolio Manager. Additionally he holds the Level 1 Certified Financial Planner (CFP) designation.

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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.