Stephen Macdonald's Location
Toronto, ON, CA
Stephen Macdonald's Work
Stephen Macdonald's Education
- FP Canada
CFP (Financial Planning and Services)
- Canadian Securities Institute
CIM (Chartered Investment Manager)
- University of New Brunswick
BBA
- University of Windsor
MBA
Stephen Macdonald's Skills
- Portfolio Management
- Wealth Management Services
- Management
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement Planning
- Investment Strategies
- Investment Advisory
- Asset Managment
Stephen Macdonald's Summary
Stephen Macdonald, based in Toronto, ON, CA, is currently a Head, Investments, BMO Private Wealth Canada at BMO Financial Group, bringing experience from previous roles at BMO Financial Group. Stephen Macdonald holds a CFP in Financial Planning and Services @ FP Canada. With a robust skill set that includes Portfolio Management, Wealth Management Services, Management, Wealth Management, Strategic Financial Planning and more, Stephen Macdonald contributes valuable insights to the industry. Stephen Macdonald has 1 email on RocketReach.
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