CA-EN Institutional
CA-EN Institutional

Wilfredo Carvajal, CFA

Vice President, Client Relationship Management, Institutional Sales & Service

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.

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.