Rudy Cruz

Investment Advisor & Portfolio Manager

Toll Free: 1800-263-1883
Tel: 416-769-2771

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Me

Welcome

Education:
Bachelor Degree, University of Waterloo, Canada
Professional Financial Planning Course, CSC

Specialties:
  • Conservative Wealth Management
  • Discretionary Portfolio Management
  • Life Insurance Advisor with BMO Estate Insurance Advisory Services
    Welcome

    "I believe that as an Advisor I must be approachable. It is my goal to assist my clients by providing clear advice that reflects my understanding of the investment, the situation and the client – on an individual basis.”

    Our Team
    Rudy Cruz
    Investment Advisor & Portfolio Manager


With over 20 years experience in the investment industry, Rudy has spent the last 15 years as an Investment Advisor with BMO Nesbitt Burns. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major US Investment bank where he held various positions including management within institutional operations. Rudy currently holds a Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Rudy has attained his Portfolio Manager (PM) designation allowing him to provide Discretionary Portfolio Management to clients.

Uzair Awan

Sales Assistant
Tel: (416) 359-6167
E-mail: uzair.awan@nbpcd.com


Uzair joined Rudy in 2019 and is the first point of contact, for all administrative inquiries.
 
Uzair’s in depth knowledge and understanding of the Investment instruments, retail banking, Registered and non-registered products helps in assisting clients with complicated transactions. He prides himself over delivering exceptional client experience, ensuring that requests are handled in the most diligent manner.
 
Outside of work, Uzair enjoys cooking, cycling, acquiring knowledge and maintaining a healthy lifestyle.