B.K. Milne (Forge Advisory Group), Investment Advisor, Portfolio Manager
CIBC Wood Gundy
#2700 500 Centre Street SE, Calgary, Alberta T2G 1A6
Team Assets (Custodied)
Typical Size of Household Accounts
Minimum Account Size for New Business
Typical Net-Worth of Relationships
B.K. Milne leads the Forge Advisory Group. He has 23 years of experience in private wealth management at CIBC Wood Gundy. B.K. holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations, and evaluates and develops client portfolios on an individualized basis. As he says, you won’t be our only client but you’ll feel like you are.
Building a trusted relationship with clients, quickly and holistically, is his priority. B.K. believes that everything he does must add value to the client relationship and experience. His process is designed to leverage the experience and intellectual capital of the team, in conjunction with their trusted service partners. The diverse team has a complete skill set to actively support clients through their challenges and successes.
Forge Advisory Group’s effectiveness in determining each client’s investment profile is grounded in a rigorous process of discovery. It starts with understanding the client’s goals, risk tolerance, time horizon, and if required, creating a personalized financial plan. The team gathers background information and data from the client’s legal and accounting advisors to provide a clear picture of their current situation. B.K. and his colleagues collaborate with clients to identify the opportunities that will enhance their financial future, and create an investment plan that will guide all financial and investment decisions.
B.K. takes pride in working with entrepreneurial efficiency to meet his clients’ financial goals. Finding the best financial route requires current and accurate information. This is where Forge excels. At the foundation of their well-resourced team is a culture of intellectual curiosity, robust investment research and client administration excellence. That combines with the rigor and oversight that come with being a part of CIBC, making Forge a team that’s able to manage and fully act on behalf of their clients.
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