Senior Investment Counsellor And Portfolio Manager
Bmo Private Banking - Bmo Private Investment Counsel Inc.
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Todd Schultz, Cfa, Fea Email & Phone Number
Senior Investment Counsellor and Portfolio Manager
at
BMO Private Banking - BMO Private Investment Counsel Inc.
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
BMO Private Banking - BMO Private Investment Counsel Inc.
Role
Senior Investment Counsellor and Portfolio Manager
Location
Burlington, Ontario, Canada
Who is Todd Schultz, Cfa, Fea? Overview
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Quick answer
Todd Schultz, Cfa, Fea is listed as Senior Investment Counsellor and Portfolio Manager at BMO Private Banking - BMO Private Investment Counsel Inc., based in Burlington, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Todd Schultz, Cfa, Fea.
Todd Schultz, Cfa, Fea previously worked as Senior Investment Counsellor & Portfolio Manager at Bmo Private Banking - Bmo Private Investment Counsel Inc.. Todd Schultz, Cfa, Fea holds Cfa Levels I, Ii & Iii (Earned The Right To Use The Chartered Financial Analyst Designation) from Cfa Institute.
Profile bio
About Todd Schultz, Cfa, Fea
As a Senior Investment Counsellor & Portfolio Manager, I am responsible for advising High Net Worth and Ultra High Net Worth clients across Southern Ontario. Aligned with our customers, my colleagues and I are solely focused on delivering distinctive, personalized guidance to Canada’s affluent families and entrepreneurs – at all stages of their lives. We successfully manage wealth by:• Building our business with our clients’ needs in mind• Driving exceptional outcomes today and through times of transition• Using a coordinated approach through a team of experienced, disciplined professionals• Offering a comprehensive, simplified and personalized range of wealth management strategies and solutions, including Platinum Banking; Estate & Trust; Concierge Services; Investment Management; Wealth Planning; Philanthropic Services• Levering the strength of BMO Financial Group to access world of financial services
Listed skills include Portfolio Management, Investments, Wealth Management, Equities, and 30 others.
Current workplace
Todd Schultz, Cfa, Fea's current company
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Bmo Private Banking - Bmo Private Investment Counsel Inc.
2 roles
Todd Schultz, Cfa, Fea work experience
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Senior Investment Counsellor & Portfolio Manager
Current
Bmo Private Banking - Bmo Private Investment Counsel Inc.
I am solely focused on delivering distinctive, personalized guidance to Canada’s affluent families and entrepreneurs.
Jan 2016 - Present
2 education records
Todd Schultz, Cfa, Fea education
Cfa Levels I, Ii & Iii (Earned The Right To Use The Chartered Financial Analyst Designation)
Cfa Institute
Bba, Finance
FAQ
Frequently asked questions about Todd Schultz, Cfa, Fea
Quick answers generated from the profile data available on this page.
What company does Todd Schultz, Cfa, Fea work for?
Todd Schultz, Cfa, Fea works for BMO Private Banking - BMO Private Investment Counsel Inc..
What is Todd Schultz, Cfa, Fea's role at BMO Private Banking - BMO Private Investment Counsel Inc.?
Todd Schultz, Cfa, Fea is listed as Senior Investment Counsellor and Portfolio Manager at BMO Private Banking - BMO Private Investment Counsel Inc..
Where is Todd Schultz, Cfa, Fea based?
Todd Schultz, Cfa, Fea is based in Burlington, Ontario, Canada while working with BMO Private Banking - BMO Private Investment Counsel Inc..
What companies has Todd Schultz, Cfa, Fea worked for?
Todd Schultz, Cfa, Fea has worked for Bmo Private Banking - Bmo Private Investment Counsel Inc..
How can I contact Todd Schultz, Cfa, Fea?
You can use AeroLeads to view verified contact signals for Todd Schultz, Cfa, Fea at BMO Private Banking - BMO Private Investment Counsel Inc., including work email, phone, and LinkedIn data when available.
What schools did Todd Schultz, Cfa, Fea attend?
Todd Schultz, Cfa, Fea holds Cfa Levels I, Ii & Iii (Earned The Right To Use The Chartered Financial Analyst Designation) from Cfa Institute.
What skills is Todd Schultz, Cfa, Fea known for?
Todd Schultz, Cfa, Fea is listed with skills including Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Fixed Income, Investment Strategies, and Derivatives.
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