Fax: 416-590-7601
Tel: 416-590-7620
Toll Free: 1 800-567-2626


BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3

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Erik Olesen, CFA, CFP®, CIM
Portfolio Manager

Tel: (416) 590-7644

As a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® Professional, I have a multi-faceted understanding of wealth management, encompassing a wide set of issues, ranging from tax and estate planning to capital markets.

My goal is to improve clients’ financial well-being with a careful balance of capital preservation, growth-oriented investments, structured portfolio strategies, macro analysis and high-grade equity research.

On a personal note, I was born and raised in Markham, ON, where I continue to live today with my wife and two children. 

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