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    Mitch-Tommy Audy
    CFA, Pl. Fin


    Address

    11980 1ere Avenue
    Saint-Georges, QC G5Y 2E1

    Languages

      English, French

    My Background

    My journey at BMO began immediately after graduating from Laval University in 2011 with a degree in business administration. I then continued my academic career at the Université du Québec à Montréal, which led me to become a financial planner in 2013. Finally, in 2018 I completed the curriculum leading to obtaining the designation “Chartered Financial Analyst” (CFA). As BMO Nesbitt Burns Investment Advisor, I offer you: The development and implementation of a fully integrated global wealth management plan. BMO Capital Market’s award-winning research. One of the broadest ranges of investment solutions. Business philosophy - You must have a risk and volatility management strategy tailored to your needs. - Correcting portfolio inefficiencies is paramount. - Tax optimization can make all the difference. - Simplicity is the ultimate sophistication.

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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.