Rudy Cruz, CIM, FCSI
Investment Advisor & Portfolio Manager
With over 20 years experience in the investment industry, Rudy has spent the last 15 years as an Investment Advisor with BMO Nesbitt Burns. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major US Investment bank where he held various positions including management within institutional operations. Rudy currently holds a Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Rudy has attained his Portfolio Manager (PM) designation allowing him to provide Discretionary Portfolio Management to clients.”
Bachelor’s Degree, University of Waterloo, Canada
Professional Financial Planning Course, CSC
Heather joined Rudy’s team in 2021 and is the first point of contact for all administrative inquiries. Heather’s in-depth knowledge and understanding of investment instruments & registered and non-registered products ensures an excellent client experience. She prides herself in over delivering exceptional client experience and ensuring that requests are handled in a diligent manner.
Heather enjoys staying active whether that’s playing volleyball at Ashbridges Bay or going for long walks in High Park. She is currently working towards accomplishing her WME.
Bachelor’s Degree, Toronto Metropolitan University