Sham Alif, CFA

Experience

• 

  PROMISE

  Jun 2006 - Sept 2006

  Assistant Mortgage Underwriter (Internship)

  Conducted risk analysis in the process of evaluating applicants’ credit and advised loan officers of the risk involved pertaining to prospective loans and if it met internal policies

• 

  Freedom 55 Financial

  Jan 2008 - May 2009

  Financial Security Advisor

  Focused on Risk Management, Wealth Accumulation and Wealth Distribution while devising financial plans for clients

• 

  Bank of Montreal

  Apr 2011 - Jun 2014

  Analyst
• 

  BMO Private Banking

  Jun 2014 - now

  I bring professional investment management expertise and advice to help affluent individuals and their families enjoy their wealth by simplifying the complexities that often come with it. As their dedicated Investment Counsellor, I spend time getting an in-depth understanding about what a wealthy life means to every client – by learning what matters most to them and understanding their priorities relating to family, work, lifestyle and money. Then, with the support of a passionate and diverse team of wealth management professionals who work together to coordinate and advise on all wealth needs, I create a customized and flexible investment plan for every client that is adjusted regularly to both external conditions and to transitions in their personal lives. This approach helps to reduce a client’s time and worry with making important decisions with their money by knowing their financial affairs are in order and they remain on track to reach their goals throughout their lives – the ultimate benchmark of success. Show less

  • Investment Counsellor

    Mar 2017 - now

  • Manager, Portfolio Management Group

    Oct 2015 - Mar 2017

  • Portfolio Associate

    Jun 2014 - Oct 2015