Senior Portfolio Manager
With over 20 years of experience as an Investment Advisor, accreditation as a Portfolio Manager, eight years of experience in public practice as an Accountant, and a successful track record as a CFO, I have developed deep understanding of personal finance and corporate planning.
Building strong client relationships is the hallmark of my practice. I have candid conversations with my clients to really get to know their families and businesses in depth. This builds the trust that is essential for successful investing. As my clients’ financial concierge, I work closely with their other professional advisors as well as specialists across BMO Private Wealth to manage the complexities of their personal and business finances. I strive to be the most enjoyable part of a client’s day.
Prior to joining BMO Private Wealth, I formerly worked with another leading financial institution and was CFO at a prominent sportswear design company, which I helped to take public. I hold a both a Bachelor of Commerce in Accounting and Finance and a Master of Accounting from McGill University.
I take tremendous pride serving on many hospital boards and foundations, notably my six-year term as President of the Jewish Hospital of Hope Eldercare Foundation. My wife Tina and I have four lovely children. Together we enjoy skiing, cycling, golf, and making pancakes.
Maddie has worked in the financial services industry for over 26 years and oversees our team’s daily operations. She has successfully completed the Canadian Securities Course, Investment Management Techniques, and Options Licensing Course with the Canadian Securities Institute.
Maddie is responsible for ensuring an efficient and expedient client on-boarding experience, as well as addressing client requests and building relationships. She replies to unsolicited requests for orders on shares, mutual funds, options and fixed-income securities, and also maintains and administers all client cash flow and investment income strategies.
She has been working directly with Steinmetz Wealth since April 2018 and brings a keen attention to detail. Simply put, Maddie is one of the most experienced and sought-after financial assistants in the city. "Nine to five is not part of our vocabulary," says Maddie, "we see tasks through until they are completed."
Howard began his career in retail banking, where he developed his passion for delivering great client service. He is a licensed Investment Representative who has completed the Canadian Securities, Conduct and Practices Handbook and Derivatives and Options Licensing Course with the Canadian Securities Institute. Howard brings his extensive brokerage industry experience and enthusiastically seeks new challenges.
A graduate of Concordia University with a Bachelor of Arts in Communications with a specialty in Film and Video, Howard progressed to McGill University’s graduate program to earn a Professional Practice in Finance diploma. He is currently in the process of studying to become a Chartered Financial Analyst (CFA®) charter holder. Outside of work, Howard enjoys swimming, running and playing basketball.