Institutional Investing

Jason is accountable for supporting institutional relationship management activities for prospective and existing clients across Canada. Prior to joining BMO Global Asset Management, Jason has experience closing in on 10 years in the financial services and investment management industry, dedicated to building relationships with various prospective and existing clients in sales and service roles within BMO. Jason focused on various products and solutions offered by BMO Private Investment Counsel Inc. to continuously build wealth within Ultra High Net Worth households. He holds a bachelor of Commerce degree from Ryerson University, with a major in Finance.

Zak is accountable for supporting institutional relationship management activities for existing clients across Canada. Prior to joining BMO Global Asset Management, Zak worked at Mackenzie Investments for almost 6 years where he started as a District Sales Coordinator supporting Retail Distribution efforts across Ontario. He later joined the Product department where he became an Investment Product Manager focused on delivering institutional quality service to all his clients. Zak has a strong understanding of investment products, markets, and the competitive landscape. He holds a bachelor of Arts degree from the University of Toronto, with a major in Economics.

Samantha joined BMO Global Asset Management (BMO GAM) in 2023 as Managing Director, Head of Institutional Sales and Service where she is responsible for building and implementing a channel strategy, leadership and direction for BMO GAM’s institutional business. Her previous experience includes leading institutional efforts nationally at T. Rowe Price Canada and prior to that, 11 years as an investment consultant with several firms including Mercer Canada and Pavilion Advisory Group. Samantha earned both an MBA and a Bachelor of Commerce, Finance from Concordia University and is a CFA charterholder.

Vincent joined BMO Global Asset Management in 2020 and is based in the Montreal office. He is responsible for the growth of BMO Global Asset Management’s institutional presence in Eastern Canada and is focused on developing strong client relationships and aligning with investor needs to achieve their unique investment objectives. Prior to joining the firm, Vincent spent nearly 15 years at State Street Global Advisors (SSGA), where he held various roles in both the investment and relationship management teams. Throughout his career at SSGA, he had developed a broad range of client relationships spanning various market segments. He is bilingual, holds a Bachelor in Business Administration (finance) Degree from HEC Montreal, and holds the Chartered Investment Manager (CIM) designation.

Wilfredo is accountable for supporting new business development and institutional relationship management activities for clients and prospective clients across Canada. Drawing on over a decade of financial services experience, Wilfredo is focused on helping to build relationships with clients, prospective clients and investment consultants and promoting BMO Global Asset Management’s strategies and capabilities. Prior to joining BMO Global Asset Management, Wilfredo held various sales and service roles within BMO, focused on solutions offered by BMO Mutual Funds and BMO Investorline. He is a CFA charterholder, and holds a Bachelor of Commerce degree from Ryerson University, with a major in Finance.

Janine joined the Institutional Sales & Service team at BMO Asset Management Inc. in 2018. She is primarily responsible for servicing the firm’s institutional clients. Janine has over 30 years of experience in the financial services industry, specializing in senior Client Relationship Management, Investment Analytics, and Operations roles within consulting, pension fund, and investment management organizations. She graduated from the University of Western Ontario with a Bachelor of Arts degree in Economics.

Vincent is responsible for leading the business development, marketing and strategy efforts for BMO Global Asset Management’s institutional clients in Central Canada. He coordinates across the firm’s global platform to develop investment solutions for corporate and public pension funds, foundation and endowments, insurers and financial institutions. Vincent joined the firm in 2019 from the London Stock Exchange Group – FTSE Russell, where he was a Director and led the sales and relationship management for their strategic Canadian asset management clients. Before joining LSEG, Vincent was Vice President at BlackRock in their institutional business group and spent over 14 years at the firm in a variety of progressively senior roles across institutional sales and investment management. Vincent graduated from Western University with a Bachelor of Arts degree in Economics. He is a CFA Charterholder and a registered Portfolio Manager.

Hugo Senecal joined BMO Global Asset Management in 2014 and is based in our Montreal office. He is responsible for the client relationship management of institutional relationships for Eastern Canada. Hugo has over 16 years of experience in investment sales and service. Prior to joining the firm, he spent more than five years at TD Asset Management Inc. where he held various sales and service roles covering a variety of solutions. Hugo has well developed relationships across the institutional investment community. He is bilingual and holds a Bachelor in Business Administration (Finance) from Universite du Quebec a Montreal; he is also a CFA Charterholder and also holds the Chartered Alternative Investment Analyst (CAIA) and Chartered Investment Manager (CIM) designations.