Ricardo Conceicao

Address

1 Holiday Ave.
suite 110
Pointe-Claire, QC H9R 5N3

Languages

English, French, Portuguese, Armenian

My Background

Ricardo holds a bachelor's degree in economics and is a licensed Chartered Investment Manager (CIM^®). He joined BMO in 2003 and has more than 15 years of experience in managing wealth. Rigorous in his analyzes and rational decision-making in regards to markets, he develops clear investment solutions that are precise and personalized to the clients needs. Beyond portfolio management, he also assists his clients in setting up plans to prepare for business transition, retirement and estate planning.

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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.