David Murray
Investment Advisor and Financial Planner
Address
BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map
David Murray, CFP, CIM, CAIA
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Investment Advisor and Financial Planner |
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Tel: (416) 296-7227 |
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Fax (905) 305-1905 |
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E-mail: davidp.murray@nbpcd.com |
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| Education: B.A., Western University Certificate in Accounting, York University CERTFIED FINANCIAL PLANNER® or CFP® designation CIM, Chartered Investment Manager® CAIA, Chartered Alternative Investment Analyst® Life Insurance Advisor for BMO Nesbitt Burns Financial Services Inc Experience: I have over 25 years experience in the Mutual Fund and Hedge Fund Industry that directly relates to many of my client investment profiles. I combine that investment experience with Financial Planning, Retirement Income Planning, Estate and Tax Planning, Risk Management and award-winning market research from BMO Nesbitt Burns to meet my clients goals. I also have the fortunate opportunity to work directly with another Senior Investment Advisor, Jeff Miller, with 40 years experience. The additional perspective adds incremental value to my client portfolio's in many ways. I live in Ajax with my wife, 14 year old daughter and 12 year old son. I am happy to serve clients right across Ontario, Alberta, B.C. and Yukon. |
