David Colasurdo

Portfolio Manager @Bmo Nesbitt Burns

Laval, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2019 — Present

Portfolio Manager @Bmo Nesbitt Burns

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EDUCATION

2006 — 2008

Dawson College

Diploma of college studies, Liberal Arts and Sciences/Liberal Studies

2008 — 2011

Concordia University

Bachelor of Commerce (B.Com.), Finance, General

SKILLS

BankingMutual FundsPortfolio ManagementLoansRetirement PlanningFinancial AdvisoryFinancial AnalysisWealth ManagementInvestment AdvisoryFinancial ReportingInvestmentsFinancial PlanningMortgage LendingCertified Financial PlannerPersonal Financial PlanningAccountingSecuritiesCorporate FinanceRetirementStrategic Financial PlanningFinanceFinancial Services

ABOUT DAVID COLASURDO

In affiliation with BMO Private Wealth, our team offers unique wealth management solutions for professionals, athletes and entrepreneurs including but not limited to; pension style investment management, tax reducing insurance strategies and business succession planning. If you appreciate a technical approach to securing your wealth and don\'t mind the occasional dad joke, then give us a call.For disclaimer details, please click here:

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David Colasurdo — Portfolio Manager at Bmo Nesbitt Burns in Laval, QC, CA | Unifers