Senior Portfolio Manager
David is responsible for all investment strategies within the Ferrie Wealth Management Group. David manages the portfolios through daily and vigorous risk analysis of the overall market and the portfolios individual asset classes. He has worked with BMO Nesbitt Burns since 1987, and is a Senior Portfolio Manager.
Portfolio Manager, Financial Planner (PFP®)
Anthony oversees all client account asset allocations and is the principal trader for the team. He also assists with clients’ estate and financial planning needs. Anthony has worked with BMO Nesbitt Burns since 2000 and has completed the required courses to earn his Financial Planning (PFP). He is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and can offer our clients options trading. More recently, Anthony has become a Portfolio Manager.