David Milner, Certified Financial Planner (Cfp®)
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David Milner, Certified Financial Planner (Cfp®) Email & Phone Number

Investment Advisor at BMO Financial Group
Location: Dartmouth, Nova Scotia, Canada 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
BMO Financial Group
Role
Investment Advisor
Location
Dartmouth, Nova Scotia, Canada
Company size
42056 employees

Who is David Milner, Certified Financial Planner (Cfp®)? Overview

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Quick answer

David Milner, Certified Financial Planner (Cfp®) is listed as Investment Advisor at BMO Financial Group, a with 42056 employees, based in Dartmouth, Nova Scotia, Canada. AeroLeads shows a matched LinkedIn profile for David Milner, Certified Financial Planner (Cfp®).

David Milner, Certified Financial Planner (Cfp®) previously worked as Financial Planner, Investment & Retirement Planning at Bmo Financial Group and Investment Solutions Representative at Bmo Financial Group. David Milner, Certified Financial Planner (Cfp®) holds Bachelor Of Commerce (B.Com.), Finance And Marketing from Saint Mary'S University.

Company email context

Email format at BMO Financial Group

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BMO Financial Group

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Profile bio

About David Milner, Certified Financial Planner (Cfp®)

David Milner, Certified Financial Planner (Cfp®) is a Investment Advisor at BMO Financial Group. They possess expertise in estate planning, investment strategies, investments, banking, retirement income strategies and 6 more skills.

Listed skills include Estate Planning, Investment Strategies, Investments, Banking, and 7 others.

Current workplace

David Milner, Certified Financial Planner (Cfp®)'s current company

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BMO Financial Group
Bmo Financial Group
Investment Advisor
toronto, ontario, canada
Website
bmo.com
Employees
42056
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Company profile
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6 roles

David Milner, Certified Financial Planner (Cfp®) work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current
Bmo Financial Group

1400-1675 Grafton Street Halifax Ns

Sep 2017 - Present

Financial Planner, Investment & Retirement Planning

Bmo Financial Group

Mic Mac Mall Dartmouth Ns,

Mar 2011 - Sep 2017

Investment Solutions Representative

Bmo Financial Group

Dartmouth Nova Scotia

Apr 2010 - Apr 2011

Customer Service Representative

Bmo Financial Group

Lower Sackville Nova Scotia

Aug 2005 - Aug 2008
Team & coworkers

Colleagues at BMO Financial Group

Other employees you can reach at bmo.com. View company contacts for 42056 employees →

SN Scott Norton Scott Norton Colleague at Bmo Financial GroupNew York City Metropolitan Area, United States View → NL Nishant Lohani Nishant Lohani Colleague at Bmo Financial GroupToronto, Ontario, Canada View → BG Bator Gueye Bator Gueye Colleague at Bmo Financial GroupDanville, Indiana, United States View → DM Demetria Mason Demetria Mason Colleague at Bmo Financial GroupMilwaukee, Wisconsin, United States View → YP Yanett Pizarro Yanett Pizarro Colleague at Bmo Financial GroupBolingbrook, Illinois, United States View → AW Ashley Waddell Ashley Waddell Colleague at Bmo Financial GroupCanada View → CD Chris Daly Chris Daly Colleague at Bmo Financial GroupChatham, Ontario, Canada View → HS Hema Sickand Hema Sickand Colleague at Bmo Financial GroupWaterloo, Ontario, Canada View → KG Kellye Griffith Kellye Griffith Colleague at Bmo Financial GroupAda, Oklahoma, United States View → SL Sam Lyons Cfp Cim Sam Lyons Cfp Cim Colleague at Bmo Financial GroupCalgary, Alberta, Canada View →
2 education records

David Milner, Certified Financial Planner (Cfp®) education

FAQ

Frequently asked questions about David Milner, Certified Financial Planner (Cfp®)

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

What company does David Milner, Certified Financial Planner (Cfp®) work for?

David Milner, Certified Financial Planner (Cfp®) works for BMO Financial Group.

What is David Milner, Certified Financial Planner (Cfp®)'s role at BMO Financial Group?

David Milner, Certified Financial Planner (Cfp®) is listed as Investment Advisor at BMO Financial Group.

Where is David Milner, Certified Financial Planner (Cfp®) based?

David Milner, Certified Financial Planner (Cfp®) is based in Dartmouth, Nova Scotia, Canada while working with BMO Financial Group.

What companies has David Milner, Certified Financial Planner (Cfp®) worked for?

David Milner, Certified Financial Planner (Cfp®) has worked for Bmo Financial Group and Bmo Nesbitt Burns.

Who are David Milner, Certified Financial Planner (Cfp®)'s colleagues at BMO Financial Group?

David Milner, Certified Financial Planner (Cfp®)'s colleagues at BMO Financial Group include Scott Norton, Nishant Lohani, Bator Gueye, Demetria Mason, and Yanett Pizarro.

How can I contact David Milner, Certified Financial Planner (Cfp®)?

You can use AeroLeads to view verified contact signals for David Milner, Certified Financial Planner (Cfp®) at BMO Financial Group, including work email, phone, and LinkedIn data when available.

What schools did David Milner, Certified Financial Planner (Cfp®) attend?

David Milner, Certified Financial Planner (Cfp®) holds Bachelor Of Commerce (B.Com.), Finance And Marketing from Saint Mary'S University.

What skills is David Milner, Certified Financial Planner (Cfp®) known for?

David Milner, Certified Financial Planner (Cfp®) is listed with skills including Estate Planning, Investment Strategies, Investments, Banking, Retirement Income Strategies, Tax Planning, Financial Services, and Retirement Planning.

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