Eric van Gassen

Investment Counsellor and Portfolio Manager @Bmo Private Wealth

Windsor, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Investment Counsellor and Portfolio Manager @Bmo Private Wealth

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EDUCATION

2009 — 2010

Financial Planning Standards Council

Certified Financial Planning Designation

2002 — 2005

Fanshawe College

Business Marketing, Marketing

2009 — 2010

Canadian Securities Institute

Professional Financial Planning Course

2008 — 2009

Canadian Securities Institute

Canadian Secutities Course

SKILLS

Investment StrategiesRetirement PlanningMutual FundsFinancial PlanningWealth ManagementInvestments

ABOUT ERIC VAN GASSEN

My Name is Eric Van Gassen and I have over 15 years’ experience in the financial services industry. I am proud to say the last 10 of those with Bank of Montreal. I chose this career because I am able to meet new and interesting people and develop lasting client relationships. I chose Bank of Montreal because I am able to surround myself with like-minded specialist that can help my clients with all their Investment,Lending, Business and Estate and Trust Needs. I take a genuine interest in my clients goals and ensure we work together to find the right options. Having my years of experience and being a Certified Financial Planner gives me the tools and knowledge to provide the right advice and solutions. Cheers!Eric

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Eric van Gassen — Investment Counsellor and Portfolio Manager at Bmo Private Wealth in Windsor, ON, CA | Unifers