Ms. Lesley Marks
Chief Investment Strategist, BMO Private Banking
As our Chief Investment Strategist, Lesley is responsible for setting the strategic and tactical asset mix direction for client mandates, as well as the oversight of the firm’s investment management capabilities. Through Lesley’s role, she provides an on-going assessment of global economic conditions, their impacts to capital markets and the design and direction of our clients’ investment portfolios.
Experience & background
Lesley has over 25 years’ industry experience and prior to joining BMO Private Investment Counsel Inc., Lesley was the Chief Investment Officer of Fundamental Investments for Canada at BMO Global Asset Management Inc. In this capacity she oversaw equity and fixed income strategies, participated in the asset allocation committee and was a member of the firm’s leadership team. In addition, Lesley was the lead portfolio manager of the firm’s Canadian small cap equity mandates for over 13 years.
What sets us apart
Using a holistic approach, Lesley collaborates with her colleagues in BMO Private Banking to design integrated solutions to enable clients to achieve their personal wealth goals. Lesley’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Lesley knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.