Calvin joined BMO Wealth Management in 2018, having spent the past 20 years in a variety of roles within financial services. Having obtained the Chartered Financial Analyst (CFA) designation in 2004, he spent several years in research and analytical roles for Portfolio Management and Capital Markets groups. In 2009, Calvin obtained the Certified Financial Planner (CFP) designation and built a successful business as an investment advisor and financial planner for his affluent clients. In 2013, he moved into a Leadership role and led a team of Financial Planners, Estate & Trust Advisors, and Portfolio Managers for several markets in British Columbia.
