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Sham Alif

Address

20 Erb Street West
Suite 601
Waterloo, ON N2L 1T2

Languages

    English

My Background

Sham has over 10 years of investment management experience. He joined BMO Private Banking, Wealth Management Services in 2011. He then became a Portfolio Associate on the Ultra High Net Worth team in GTA in 2014. In this role, Sham was responsible for helping to manage a specialized portfolio consisting of Canada’s wealthiest families. He was promoted in 2015 as a Portfolio Manager within National Office. As a Portfolio Manager, Sham was responsible for 3 regions in Canada (Victoria,BC, GTA and Kitchener-Waterloo) while working with Investment Counsellors to develop investment strategies for HNW clients. Sham is a CFA Charterholder, a member of the Toronto Society of Financial Analysts and is a member of BMO Private Investment Counsel’s Advisory Forum Committee.

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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.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.