Troy Montague
Troy Montague
Investment Advisor
CIM®
PFP®
FCSI®
Align your investment portfolio with your principles without sacrificing performance
Phone
Office Location
With over 20 years of experience in the investment industry I have helped caution clients from making emotional decisions during volatile times and guide their portfolios through all market environments with the goal of developing long lasting relationships built on trust and integrity.
I utilize a conservative risk optimized strategy to help you grow and preserve your wealth based on your personal circumstances and aligned with your personal values.
Life can be complicated, so let's try to keep it simple. I have a straightforward process consisting of:
- Deep Discovery
- Goals Based Planning
- Advice & Implementation
- Ongoing Monitoring & Adjustments
Phone
Fax
(416) 308-6938
Certificates
CIM®
PFP®
FCSI®
My Story
I am passionate about exploring the beautiful natural wonders our world has to offer. I have been fortunate to see the Grand Canyon and explore 10 of the 13 categories of the world’s ecosystems that exist on Maui in Hawaii. One of the most incredible experiences I have participated in was night snorkeling off the island of Hawaii with Manta Rays.
I have an affinity for learning about human history, nature and science and you can often find me watching National Geographic, History or the Discovery channels.
I have always had a passion for animals from a young age. I spent years as an equestrian horseback rider and enjoy exploring and learning about different animal species from around the world.
I feel at peace with myself when I am in the outdoors. I enjoy gardening, shoveling snow in the winter (yes I actually enjoy doing this!), playing golf, baseball and basketball.
I have a strong, intelligent and incredible spouse and I am a father to a young daughter and son.
Diversity and inclusion is important to me to reduce inequalities in our world and to make sure that no one gets left behind. I worry about what kind of world we are leaving to our children and their children.
I have an affinity for learning about human history, nature and science and you can often find me watching National Geographic, History or the Discovery channels.
I have always had a passion for animals from a young age. I spent years as an equestrian horseback rider and enjoy exploring and learning about different animal species from around the world.
I feel at peace with myself when I am in the outdoors. I enjoy gardening, shoveling snow in the winter (yes I actually enjoy doing this!), playing golf, baseball and basketball.
I have a strong, intelligent and incredible spouse and I am a father to a young daughter and son.
Diversity and inclusion is important to me to reduce inequalities in our world and to make sure that no one gets left behind. I worry about what kind of world we are leaving to our children and their children.