Ricardo Conceicao

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.