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: firstname.lastname@example.org 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.