Alexander Spark, CFA in

Alexander Spark, CFA

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Investment Counsellor & Portfolio Manager at BMO Private Wealth
📍 Canada

Alexander Spark is an Investment Counsellor and Portfolio Manager at BMO Private Wealth in Toronto, with over a decade of experience. He specializes in managing the complex investment needs of ultra-high-net-worth families, corporations, and foundations, and holds a Bachelor of Commerce from the University of Ottawa.

Outside of work, Alexander is an avid golfer and enjoys spending time with his family. He also has a keen interest in youth hockey, having attended the Memorial Cup and expressed admiration for the young athletes of the Canadian Hockey League.

His investment philosophy is clear: "Data driven risk management > Emotional decision making. "

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Experience
11 Years
Current Role
Investment Counsellor & Portfolio Manager
Job Level
Middle
Location
Canada
Personality Overview

How Alexander shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alexander cares about

High-Net-Worth Investing
Manages portfolios for ultra-high-net-worth families, foundations, and corporations across the Greater Toronto Area, focusing on their complex needs.
Business Succession
Has posted about the importance of wealth planning for entrepreneurs considering a business sale or succession, indicating a focus on this area.
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Career

Work history

10-2022
Investment Counsellor & Portfolio Manager
BMO Private Wealth
1-2017 - 10-2022
Associate Investment Counsellor
BMO Private Wealth
10-2014 - 12-2016
Associate - Portfolio Management Group
BMO Private Wealth
In the press

Media appearances

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Education
2010 - 2014
Bachelor of Commerce (B.Com.)
University of Ottawa
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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