Ian Whitsitt
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
Signup · Get unlimited contacts
WORK HISTORY
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
EDUCATION
CFA Institute
CFA
University of Calgary
BComm
SKILLS
ABOUT IAN WHITSITT
Experienced Investment Counsellor and Portfolio Manager with a demonstrated history of driving successful outcomes with affluent and ultra-high net worth clients. I coordinate a team of professionals that ensures all of my clients have access to the full depth and breadth of services provided by the Bank of Montreal. Whether it is investment management, succession planning, capital markets advisory or estate and philanthropic needs, we are here to help.Please don\'t hesitate to reach out if I can be of assistance.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.