Jeannie Lee, CFA
Senior Investment Counsellor, BMO Private Investment Counsel Portfolio Manager
As an Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.
I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions.
This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets.
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.
Mike Gill, CFA
Senior Investment Counsellor, BMO Private Investment Counsel Portfolio Manager
As a Senior Investment Counsellor & Portfolio Manager at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners, institutions, and their families streamline & simplify their wealth management needs.
I focus on obtaining an in-depth understanding of your unique wealth goals, following which, with the help of my passionate, experienced team of wealth management professionals, we create a customized, investment strategy that can adapt to external conditions and personal transitions. Our clients benefit from a holistic view of their wealth objectives, covering cashflow, tax efficiency, estate planning, insurance, and business succession goals.
Kam Aliyev, MA, CFA
Associate Investment Counsellor, BMO Private Investment Counsel
As an Associate Investment Counsellor, Kam offers professional investment management expertise and advice to help individuals and their families to achieve their financial goals. Kam takes time to gain an in-depth understanding of priorities, goals and unique circumstances by designing and managing portfolios that reflect clients’ values. Kam monitors client portfolios daily, as well as executes trade orders in a timely and accurate manner.
Kam began his career in Finance with one of Canada’s largest Banks, where he gained valuable skills and experience in investment management, lending and business expansion. He then joined BMO Private Investment Counsel in 2017. Kam holds a Master’s degree in Economics and the Chartered Financial Analyst (CFA) designation.
Greg Scott
Senior Investment Counsellor & Portfolio Manager
Greg had nearly 17 years with MD Financial Management (MD Private Investment Counsel and MD Signature Private Wealth) working in a variety of roles including Senior Portfolio Manager; AVP & National Practice Lead, MDPIC; and most recently Regional Head, MD Signature & MDPIC. Previously, he held advisory and leadership roles with CIBC and TD.