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Kevin Roy

Address

1850 Rue Panama
Brossard, QC J4W 3C7

Languages

    English,French

My Background

I have been an Investment Advisor managing portfolios for over 27 years. Of the 27 years with the firm, the last 16 have been as Vice-President, Senior Investment Advisor and member of the President’s Council. In addition to the Canadian Securities Institute (CSI) course, I have also completed the Senior Partners & Directing Officers Course, the Ontario Professional Financial Planning Course. In addition, I am able to offer investment services to US residents and corporations.

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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.