Matthew M.
Financial Planner, Investment and Retirement Planning @BMO
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WORK HISTORY
Financial Planner, Investment and Retirement Planning @BMO
Vancouver, BC, CA
EDUCATION
British Columbia Institute of Technology
Financial Planning I
Canadian Securities Institute
Investment Funds in Canada Certificate
Simon Fraser University
Bachelor of Arts (B.A.)
ABOUT MATTHEW M.
As an experienced Financial Planner, Investment & Retirement Planning with BMO Financial Group, I have the experience and expertise you can rely on. I will help you define or redefine your financial objectives then develop a personalized plan for success. I am also a Registered Investment Sales Representative with BMO Investments Inc. and can recommend suitable solutions and strategies to help you achieve your financial goals. Together, we will articulate your short and long term needs, define your time horizons, identify gaps and implement your plan and investment strategy. Review the BMOII Social Media Disclaimer: If you have any questions, or would like to talk more, please contact me at m••••••••@bmo.com
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