Our Team

Rudy has spent the last 25 years as an Investment Advisor with BMO Nesbitt Burns, delivering comprehensive wealth management solutions to high-net-worth individuals, families, and business owners. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major U.S. investment bank, where roles included leadership positions within institutional operations, providing a strong foundation in capital markets and operational strategy.

Rudy currently holds the Canadian Investment Manager (CIM) designation and has attained the Portfolio Manager (PM) designation, enabling the delivery of discretionary portfolio management services. Rudy’s approach combines disciplined portfolio construction, risk management, and ongoing monitoring to align investment strategies with each client’s evolving objectives.

With a focus on long-term relationships, Rudy provides personalized financial guidance, including retirement planning, tax-efficient strategies, and estate considerations, ensuring clients receive tailored advice that reflects their unique circumstances and goals.

 

Education

Bachelor’s Degree, University of Waterloo, Canada

Professional Financial Planning Course, CSC

Eric Lee is a Client Service Associate (CSA) at BMO Nesbitt Burns, bringing over 10 years of experience in the banking industry. He has spent the past five years specializing as a CSA, where he developed a strong foundation in client service, account administration, and operational support.

Having joined BMO in 2026, Eric is excited to bring his experience and dedication to his new team and continue growing within the wealth management space.

 

Outside of work, Eric enjoys staying active—whether that’s working out or riding his bike.