Chris Murphy

Senior Investment Advisor @Bmo Private Wealth

Toronto, ON, CA

Spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money.• Work closely with you to build a personalized investment plan that reflects your ongoing needs and objectives.• Create a customized, flexible investment plan that is adjusted regularly to external conditions and personal transitions to keep you on track to reach your goals throughout your life – the ultimate benchmark of success.• Create a personalized investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you.• Build and manage your portfolio and then monitor and measure its ongoing performance.• Ensure you are informed about your financial progress and adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure you remain on track to reach your goals.• Have access to award-winning equity research from BMO Capital Markets, which provides a continuous stream of analyses and forecasts of the global economy and financial markets. BMO Capital Markets operates a fully integrated equity research department in Canada, the US and the UK, with a group of professionals of 65+ equity research, strategy and quantitative analysts covering approximately 950 companies across diverse industry sectors. Their breadth of coverage is matched by the quality of their research, which is consistently ranked as one of the top research houses in Canada, and fast becoming a growing force in the U.S.

CFA Institute

Chartered Financial Analyst

Laurentian University/Université Laurentienne

B.A, History