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BMO Nesbitt Burns
885 West Georgia St.
Senior Portfolio Manager
Tel: (604) 631-2655
|For over twenty years, Iqbal has been providing professional, private Portfolio Management to individuals, corporations, trusts, estates, foundations and endowments.
Upon earning his Bachelor of Science degree in Scotland, he trained to become a member of the Institute of Chartered Accountants of Scotland in 1987. Since 1991, Iqbal has also been a member of the Institute of Chartered Accountants of British Columbia (ICABC), and in 1998, received the Chartered Financial Analyst (CFA) designation.
Prior to joining BMO Nesbitt Burns, Iqbal was a Managing Director for a large investment counselling firm, where he was responsible for oversight of more than $1.5 Billion in client assets. He gained experience providing tax and financial planning advice to executives and higher-net-worth individuals in his earlier role as a senior manager with KPMG in Vancouver.
Iqbal has authored and presented courses on financial planning and wealth management for the ICABC. He has volunteered with CFA Institute, including as a member of the Board of Directors of CFA Vancouver, and as a member of CFA Institute's Disciplinary Review Committee ('DRC') from 2006 to 2012. Iqbal's commitment to ethics in the profession earned him a term as Deputy Chair of the DRC. Iqbal and his family live in North Vancouver, British Columbia, where he has served as Director and Treasurer of The Gordon and Marion Smith Foundation for Young Artists and for several years also served on the Board of Directors of The Capilano College Foundation.
In an article published by the Institute of Chartered Accountants of Scotland (ICAS), Iqbal shares some insights into what attracted him to wealth management, and talks about his ongoing connection with ICAS (click here for the full article).