Meet Our Investment Counsellors

Elaine has well over 20 years of experience in the financial services industry. She has held positions in portfolio management, wealth management, mutual fund wholesaling, full-service brokerage, and personal banking. As an Investment Counsellor, she is responsible for the investment management needs of high net worth clients in the North Toronto area. 
 
In 2009, Elaine joined BMO Private Banking. Prior to taking on the Investment Counsellor role, Elaine worked as a Portfolio Manager in the Portfolio Management and Research group responsible for effectively implementing and constructing private client investment portfolios. She also held positions at AGF Funds as a Business Development Manager, HSBC Securities as an Investment Associate and Scotiabank as a Personal Banker.
 
Elaine holds a Bachelor of Commerce degree specializing in finance from Simon Fraser University.  She also holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.  Elaine is an active member of the BMO for women market counsel and previously held active roles with Women in Capital Markets (WCM).  She also speaks fluent Cantonese. 

Hailing from Vancouver Elaine has called Toronto home since 2005.  She currently lives in North Toronto with her husband and two kids. Outside of the office, she enjoys snowboarding, cooking and travelling. 

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Respected for her portfolio management with institutional rigour, exceptional attention to detail, active listening, and relationships that span generations, Rey Zand joined BMO Private Investment Counsel in 2021 with more than 11 years of industry experience. Driven by her inquisitive mentality, process-driven perspective, and passion for continual improvement, Rey follows a meticulous and rigorous institutional-style investment discipline.

Rey’s career began in the biotech industry with a large multinational corporation in California, liaising between advanced researchers and the engineers who create their precision tools. She moved to Toronto to pursue an MBA in Science from the Schulich School of Business at York University. There, she was required to study finance and discovered her love for the markets and the stories behind the numbers. Rey pivoted to a finance career, starting out as an Investment Banking Analyst at Cranson Capital, a boutique investment bank providing M&A advice and financing for privately held real estate companies. At Cranson, she had the opportunity to hold multiple roles, roll up her sleeves and get her hands in the clay. Rey then moved to the CIBC Asset Management Global Group helping to manage large- and small-cap Canadian funds, U.S. healthcare funds, and institutional client accounts.

Craving a closer connection with, and the opportunity to bring a larger impact to, the individuals for whom she was managing funds, Rey joined BMO Private Investment Counsel. Here, she felt her private clients would be best taken care of by a team that truly works together for their best interests. Rey holds the Chartered Investment Manager (CIM®) designation, an MBA with a focus in Finance from Schulich, and a Bachelor of Arts with a major in Spanish Literature and a minor in Molecular Biology from the University of California, San Diego. She is fluent in Spanish and Farsi and speaks conversational Italian and French. Rey has served on the BMO Diversity, Equity and Inclusion (DEI) Committee since 2021 and as an Executive Member of the Portfolio Management Club at Schulich since 2022. Her non-profit podcast informs and inspires successful women to maximize their career journeys.

Rey grew up in sunny San Diego. She loves to run, lift weights, practice yoga, ski, swim and surf. When she’s not outdoors, Rey enjoys reading, having great conversations with friends, and spending time with her husband and two children.

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Thanh is responsible for the investment management needs of high net worth individuals throughout the Greater Toronto and Durham area. As a Senior Investment Counsellor & Portfolio Manager, Thanh will start by learning about you and your family. He is committed and dedicated to building a lasting relationship and will work with you to get an in-depth understanding of the goals and priorities relating to your family, work, lifestyle and wealth.

Thanh started his investment management career working with Fidelity Investments. He joined BMO Financial Group in 2000 and has been working with BMO Private Banking since 2005. Prior to his Investment Counsellor’s role, Thanh was a Portfolio Manager within the Portfolio Management and Research Group responsible for the effective implementation, construction and monitoring of private client investment portfolios. 

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