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thanh.bui
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Thanh Bui

Investment CounsellorBMO Private WealthToronto, Ontario

As an Investment Counsellor at BMO Private Wealth, I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.

I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Estate Planning Family Business Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Saskatchewan

Certification/Additional Courses ?

CFA CFP® CIM® FSCI®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Mutual Fund Stock Private Equity
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