Kent Turner
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
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WORK HISTORY
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
I help individuals, professionals, and families grow their wealth by helping them clarify their financial objectives and then managing their investment portfolios on a discretionary basis.
EDUCATION
McGill University
MBA (Desautels), Finance & Strategy
University of Prince Edward Island
BBA, Finance & Accounting
CFA Institute
Chartered Financial Analyst (CFA) designation
SKILLS
ABOUT KENT TURNER
As your Portfolio Manager my central purpose is to help you and your family grow and protect your wealth. My interest in the world of business and finance stems from a down-to-earth upbringing in an entrepreneurial family. My parents owned and managed a successful meat and seafood shop in Charlottetown, Prince Edward Island where I learned the value of hard work, discipline, and most importantly how to proudly serve customers with honesty and integrity.With over 20 years of investment management experience, I joined BMO Private Wealth in 2014. I was drawn to the firm by its culture of teamwork, a belief that clients are best served by bringing together a team of financial specialists from investment management, tax planning, and estate and trust services. I am also a strong believer in discretionary investment management. Superior investment returns are achieved when we leverage the full power of the organization to bring the most modern, sophisticated investment strategies to client portfolios.I look forward to working with you.
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