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Stephen Macdonald
Director of Investments på
BMO Private Investment Counsel, Inc.
Profil
Mr. Stephen E.
Macdonald is a Senior Investment Counsellor & Portfolio Manager at BMO Private Investment Counsel, Inc. With over 20 years of investment management and leadership experience, he offers professional expertise and advice to help clients grow, protect, optimize, and most importantly – enjoy their hard-earned wealth.
He works with clients and their families to understand their goals and priorities, and then implements and oversees institutional caliber investment management strategies.
In his most recent role, he was President & Chief Executive Officer of BMO Private Investment Counsel Inc., and Head of Investments for BMO Private Wealth Canada and led teams in the areas of strategy, research, trade execution, product management, and governance.
He has also held VP & Regional Director roles in both Western and Central Canada, and prior to that was a Senior BMO Investment Counsellor in the Southwestern Ontario Marketplace for almost 10 years.
He joined BMO Private Investment Counsel Inc. in 2001.
He holds the Chartered Investment Manager and Certified Financial Planner designations as well as BBA and MBA degrees from the University of New Brunswick and University of Windsor respectively.
Aktiva positioner av Stephen Macdonald
| Företag | Position | Start |
|---|---|---|
BMO Private Investment Counsel, Inc.
 BMO Private Investment Counsel, Inc. Investment ManagersFinance BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility. | Director of Investments | 2016-02-01 |
Stephen Macdonalds utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
12
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility. | Finance |
University of New Brunswick
 University of New Brunswick Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Windsor
 University of Windsor Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
