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Varun Kapoor

Address

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

Languages

    English,Hindi,Punjabi

My Background

Born in New Delhi, India, where he completed a Bachelor of Commerce in Financial and Management Accounting from Christ University, Bangalore, Varun moved to Canada in 2003 and earned a Master of Business Administration with a Focus on Finance from the University of Windsor and a Post-Graduate Diploma in Human Resource Management from George Brown College. Varun rejoined BMO Investment Counsel Inc. in 2019 with extensive technical investment management expertise, experience working one-on-one with families and business owners. As a Senior Investment Counsellor, Varun builds meaningful, long-term relationships with his clients in the Southwestern Ontario region based on trust and integrity and aims to deliver exceptional value through his personalized portfolio management and full-circle wealth planning guidance.

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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.