supplied
Senior Portfolio Manager and Senior Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place | 39th Floor | P.O. Box 150 | Toronto ON M5X 1H3
Team Assets (Custodied)
$1.4-billion
Typical Size of Household Accounts
$2-million -
$5-million
Minimum Account Size for New Business
$500,000
Typical Net-Worth of Relationships
$1-million -
$10-million
Brad Goldhar is the founder and senior member of the Goldhar Group, and a Senior Portfolio Manager and Senior Investment Advisor at BMO Nesbitt Burns.
Brad focuses on portfolio management, research and client service. The Goldhar Group works with individuals and families across Canada, as well as with businesses and charitable foundations. The group also includes
- Norman Shiner, Portfolio Manager;
- Richard Minuk, Investment Associate;
- Marianne Cizmar, Sofia Sapra and Sherman Sung, all Associate Investment Advisors; and
- Kerenza Yuen, Administrative Assistant
Brad joined BMO Nesbitt Burns in 2002 after a 17-year career in investment banking in Toronto and London, England, where his focus was corporate finance, debt and equity capital markets, Eurobond origination and privatizations. He was Toronto-born and raised, and graduated with a degree in Business, cum laude, from The Wharton School, University of Pennsylvania. Brad then earned his MBA from the MIT Sloan School of Management. Community involvement is important to Brad. He is the past president of the International Board of Trustees of the Israel Cancer Research Fund. Brad recently joined the Toronto board of Ben-Gurion University Canada. He also interviews local high school students who have applied to the University of Pennsylvania. Brad is married to Nathalie, a successful real estate representative, and has two adult children. He continues to play hockey, is an avid traveler and is a rotisserie baseball enthusiast.
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