• Phone: 905-897-2910
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  • Your Needs
  • Our Services
  • Branch Management Team
  • Find an Advisor
  • Our Partners
  • Join Us
  • Home
  • Your Needs
  • Our Services
  • Branch Management Team
  • Find an Advisor
  • Our Partners
  • Join Us

Find an Advisor

Find an Investment Advisor

Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.

 

Oakville | GTA West Branch

  • Todd Adams, LinkedIn, Twitter  

  • Carlos Casanova, LinkedIn  

  • CS Wealth Advisory Group, LinkedIn  

  • Marcus Cox, LinkedIn  

  • Derek Graham

  • Kelly Strutt Group  

  • The Kingsmill Wealth Management Team, LinkedIn  

  • Garry Kwan, LinkedIn  

  • Peter Lambert, LinkedIn  

  • Jonathan Lin, LinkedIn  

  • Dana Lum & Associates Wealth Advisory, LinkedIn  

  • David McFarlane,CFP,CIM, LinkedIn  

  • Joey Pang, LinkedIn  

  • RVG Advisory, LinkedIn  

  • Christopher Whike

  • Jordan Winter, CIM®, FCSI®, LinkedIn  

  • The Boughton Group, LinkedIn  

 BMO Private Wealth logo
Phone: 905-897-2910
Email: patrick.bartlett@nbpcd.com
360 Oakville Pl Dr, 2nd Floor Oakville, Ontario L6H 6K8

Patrick Bartlett

VP & Market Leader

Tel: 905-897-2910

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Jonathan Falzon

Director & Assistant Market Leader

Tel: 416-885-7771

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Meghan Kostka

Branch Operations Manager

Tel: 647-224-0856

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Branch Address

360 Oakville Place Drive

2nd Floor

Oakville, ON

L6H 6K8

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