Blaine McKain
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
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WORK HISTORY
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
Bringing big-city sophistication and small-town values and service, I specialize in advising businessowners, corporations and Indigenous communities in Kelowna, Vancouver and the Interior, providingthem with personalized pension plans. I invest the cash pools from business owners’ divestitures andtransform them into a steady cash flow, managing their assets more prudently as they near retirement.As well as being qualified to perform discretionary investment counsel, I deliver 360-degree wealthplanning services and solutions. With a passionate, experienced team of specialists at BMO FinancialGroup, I create customized wealth plans and adapt them to external conditions and personaltransitions.
EDUCATION
Camosun College
Bachelor of Arts - BA
University of Victoria
Bachelor of Commerce - BCom
ABOUT BLAINE MCKAIN
I hold the Chartered Financial Analyst (CFA®) designation, the industry’s highest distinction. With a passion for helping people and solving problems, I have gained more than 30 years of experience in meeting the complex financial needs of ultra-affluent families and institutions in Kelowna, Vancouver and the Interior. My team and I help retirees, professionals, business owners, executives and their families, corporations and Indigenous communities in the Kelowna and Vancouver areas to simplify and enjoy their wealth.I construct and manage resilient discretionary investment portfolios and keep clients informed about their performance. Working closely with a network of wealth specialists, I provide full-circle, long-term, integrated wealth and estate plans.By including the whole family in wealth planning, I help preserve affluence across multiple generations. Investors appreciate my unique combination of experience, sophistication and old-fashioned values.Maintaining a very select roster of clients, providing a very upmarket, upscale and customized service experience is a point of pride for me.
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