I am proud to be an Investment Advisor with Blackmont Capital Inc. where I have worked for almost 20 years. Blackmont employs several industry-leading experts with diverse insight. From bonds to speculative equities, the specialized knowledge of these in-house investment experts provides me with powerful guidance. Blackmont is home to over 180 investment advisors entrusted with over $9.4 billion in client assets. Blackmont has fostered an independent and entrepreneurial culture that is attracting the best professionals in the industry.

Blackmont’s Integrated Managed Account platform (IMA) provides me with flexible and unlimited access to the world’s finest money managers on a very simple and cost-effective basis. The IMA platform also provides valuable research findings, and enables us to create a truly individualized portfolio for clients without bias. Blackmont is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and as a client of an IIROC firm you are covered by The Canadian Investor Protection Fund (CIPF) which protects client assets held at Blackmont Capital. (A brochure explaining the coverage can be obtained upon request).

The Backing of CI Financial

Blackmont is an independently operated subsidiary of CI Financial Income Fund. CI Financial is a Canadian-owned diversified wealth management firm, publicly traded on the TSX under the symbol CIX.UN. Sun Life Financial, one of the country’s leading life insurance companies, holds a 36% interest in CI Financial. With CI as our parent company, Blackmont has an enviable position in the industry. We are a proudly independent firm with the client focus of a small investment shop and access to the substantial financial resources of one of the country’s largest investment companies.