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The Portfolio Advisory Team (“PAT”) at BMO Private Wealth provides independent and objective investment advice to the 1000 investment advisors across Canada at BMO Private Wealth who collectively are responsible for managing nearly $300 billion in AUM. The Equity group within the PAT provides advice to advisors and their teams on individual North American equities. The group collaborates closely with partners at BMO Capital Markets and BMO Global Asset Management, while using external third-party research and performing its own due diligence and analysis to guide advisors to ensure client portfolios can deliver on required outcomes.

The Senior Portfolio Advisor within the Equity team will be focused on three broad categories: Servicing Advisors, Thought Leadership, and Portfolio Management.

Servicing advisors: