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Brian Ness, MBA, CIM, FMA

Brian Ness, MBA, CIM, FMA

Credit Officer, Corporate Office

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location of Brian Ness, MBA, CIM, FMAEdmonton, Alberta, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager at BMO Nesbitt Burns

  • Education

    • Royal Roads University

      2000 - 2002
      Master of Business Administration (MBA)

  • Experience

    • Peace Hills Trust

      Sept 2000 - Apr 2005
      Credit Officer, Corporate Office

    • BMO Nesbitt Burns

      Jan 2005 - now
      Portfolio Manager

  • Licenses & Certifications

    • Canadian Investment Manager CIM

      Canadian Security Institute

    • FCSI Fellow of the Canadian Security Institute

      Canadian Security Institute

    • Financial Management Advisor (FMA)

      Canadian Securities Institute
      Jul 2007

    • Portfolio Management Techniques Course (PMT)

      Canadian Securities Institute (CSI)
      May 2010

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

    • Canadian Insurance Course (LLQP)

      Canadian Securities Institute (CSI)

    • Wealth Advisory Program

      BMO Nesbitt Burns
      Sept 2010

    • Professional Financial Planning Course (PFP)

      Canadian Securities Institute (CSI)
      Apr 2006

    • Wealth Management Techniques

      Canadian Securities Institute (CSI)

    • Investment Management Techniques

      Canadian Securities Institute (CSI)
      Jan 2010