Todd Schultz, CFA, FEA
Senior Investment Counsellor & Portfolio Manager
Todd is responsible for the wealth management needs of High Net Worth families. Applying a disciplined and customized approach, Todd offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. Partnering with an in-house, multi-disciplinary team, Todd is able to deliver the best thinking and value from across BMO Financial Group to clients, families and their advisors.
With over 20 years of investment management experience, Todd joined BMO Private Wealth in 2009. Todd has an undergraduate degree at Brock University and is a CFA charter holder. Todd also holds the FEA designation and is a member of the Family Enterprise Xchange.
Rob Kennedy, CFA, CFP®
Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., Rob offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. He spends time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, Rob creates a customized, flexible investment plan that he adjusts regularly to external conditions and personal transitions. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With 16 years of investment management experience, Rob joined BMO Private Wealth in 2008. He has an undergraduate degree from Ryerson University and has been a CFA Charterholder since 2011.
Farid Fallahi, CFA
Associate Investment Counsellor & Portfolio Manager
Farid Brings 17 years of diverse professional experience to his role as an Associate Investment Counsellor, where he specializes in providing discretionary investment and wealth management services to a select group of high-net-worth individuals and families, business owners, and professionals. Combining his background in engineering and investment management, Farid offers a unique skillset in providing holistic and bespoke advice to his clients.
Farid possesses a Master’s degree in Geotechnical Engineering and a Bachelor’s degree in Civil Engineering. He is also a Chartered Financial Analyst (CFA) charter holder.
In his free time, Farid enjoys playing tennis, hiking, and reading. He is also active in the Persian-Canadian community. “