Brian Montgomery
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Brian Montgomery Email & Phone Number

Senior Portfolio Manager at Montgomery Ouimet Wealth Management at RBC Dominion Securities
Location: Ottawa, Ontario, Canada 6 work roles 1 school
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Current company
RBC Dominion Securities
Role
Senior Portfolio Manager at Montgomery Ouimet Wealth Management
Location
Ottawa, Ontario, Canada
Company size
5670 employees

Who is Brian Montgomery? Overview

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Quick answer

Brian Montgomery is listed as Senior Portfolio Manager at Montgomery Ouimet Wealth Management at RBC Dominion Securities, a company with 5670 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Brian Montgomery.

Brian Montgomery previously worked as Business Owner at Montgomery Scotch Lounge and Business Owner at Oat Couture Oatmeal Cafe. Brian Montgomery holds Political Science, Economics from The University Of Western Ontario.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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Profile bio

About Brian Montgomery

As a Senior Portfolio Manager & Investment Advisor at RBC Wealth Management, I help business owners, professionals, and franchisees achieve long-term financial independence. With over 33 years of experience in the investment management industry, I have the credentials, knowledge, and skills to provide customized solutions for my clients' financial goals and challenges.What sets me apart from other advisors is my unique insight into the F&B sector, as I own and operate two F&B businesses and a food business accelerator myself. I understand the issues faced by F&B business owners in Ontario, such as credit and financing, key metrics, and profitability strategies. I also advocate for them and support them with my portfolio management offering and my network of committed professionals. I am passionate about the F&B industry and its potential for growth and innovation.

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Brian Montgomery's current company

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RBC Dominion Securities
Rbc Dominion Securities
Senior Portfolio Manager at Montgomery Ouimet Wealth Management
Ottawa, ON, CA
Website
rbcds.com
Employees
5670
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6 roles

Brian Montgomery work experience

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Senior Portfolio Manager At Montgomery Ouimet Wealth Management

Current
Rbc Dominion Securities

Ottawa, Ontario, Canada

May 1990 - Present

Senior Portfolio Manager & Investment Advisor

Rbc Wealth Management

Ottawa, Ontario, Canada

A portfolio manager who owns F&B businesses, I possess rare insight into the challenges faced up and down the Ontario food, beverage, spirits and packaging supply chains. I advocate for my F & B investment advisory clients in areas of credit and financing, key metrics to strive for, and innovative profitability strategies. Our portfolio management offering.

May 1990 - Jul 2024
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5670 employees →

DT David Tetrault David Tetrault Colleague at Rbc Dominion Securities Calgary, Alberta, Canada, Canada View → WS Wade Stolz, Bba, Cfp Wade Stolz, Bba, Cfp Colleague at Rbc Dominion Securities Kelowna, British Columbia, Canada, Canada View → SC Sam Cen Sam Cen Colleague at Rbc Dominion Securities Richmond Hill, Ontario, Canada, Canada View → GE Graham Evanoff Graham Evanoff Colleague at Rbc Dominion Securities Canada, Canada View → LG Lapierre Guy Lapierre Guy Colleague at Rbc Dominion Securities Montreal, Quebec, Canada, Canada View → JS Jason Seymour, Cfp, Pfp Jason Seymour, Cfp, Pfp Colleague at Rbc Dominion Securities Canada, Canada View → NW Nahom Woldemariam Nahom Woldemariam Colleague at Rbc Dominion Securities Edmonton, Alberta, Canada, Canada View → DJ Deanna Johnson Deanna Johnson Colleague at Rbc Dominion Securities Canada, Canada View → RM R. Mark Levandosky R. Mark Levandosky Colleague at Rbc Dominion Securities Greater Calgary Metropolitan Area, Canada View → SC Sarah Cuzzetto, Bba (Finance), Fea Sarah Cuzzetto, Bba (Finance), Fea Colleague at Rbc Dominion Securities Kamloops, British Columbia, Canada, Canada View →
1 education record

Brian Montgomery education

FAQ

Frequently asked questions about Brian Montgomery

Quick answers generated from the profile data available on this page.

What company does Brian Montgomery work for?

Brian Montgomery works for RBC Dominion Securities.

What is Brian Montgomery's role at RBC Dominion Securities?

Brian Montgomery is listed as Senior Portfolio Manager at Montgomery Ouimet Wealth Management at RBC Dominion Securities.

Where is Brian Montgomery based?

Brian Montgomery is based in Ottawa, Ontario, Canada while working with RBC Dominion Securities.

What companies has Brian Montgomery worked for?

Brian Montgomery has worked for Rbc Dominion Securities, Montgomery Scotch Lounge, Oat Couture Oatmeal Cafe, Rbc Wealth Management, and Gourmet Garage Kitchen And Food Business Accelerator.

Who are Brian Montgomery's colleagues at RBC Dominion Securities?

Brian Montgomery's colleagues at RBC Dominion Securities include David Tetrault, Wade Stolz, Bba, Cfp, Sam Cen, Graham Evanoff, and Lapierre Guy.

How can I contact Brian Montgomery?

You can use AeroLeads to view verified contact signals for Brian Montgomery at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Brian Montgomery attend?

Brian Montgomery holds Political Science, Economics from The University Of Western Ontario.

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