Fred is an accomplished Tax Strategist, Investment Advisor and is also Insurance Licensed. As the founder and visionary leader of Montilla Wealth Management, Fred is passionate about making elite financial strategies accessible to everyone.
Fred’s journey from a pizza delivery boy in Montreal to an industry-leading financial professional is both inspiring and motivating. In 2002, he decided to bet on himself when he accepted an invitation to join the financial services industry. He successfully completed several courses and acquired the necessary licenses to build a financial services practice. These include: Elderly Planning Course (EPC); Canadian Securities Course (CSC); and the Conduct and Practices Handbook (CPH). He continues to expand his knowledge and understanding by acquiring additional designations to raise his practice to the next level. He moved to Calgary in 2007 where his entrepreneurial spirit, work ethic and out-of-the-box thinking perfectly fit with the city’s “let’s get-er done!” ethos. From that point, his practice gained momentum.
As a result, Fred and his team have been recognized with various accolades that include:
• Most Referred Consultant, 2008, 2009
• Highest Retained Clients Asset Base, 2013
• Greatest Year-Over-Year Growth in Client Assets, 2012, 2013, 2014, 2015
• President’s Club Awardee 2013, 2014
• Highest External Assets Gathered 2013, 2014, 2015
• Highest Risk Management Leader 2012, 2013, 2014, 2015
• Member of the Million Dollar Round Table
Fred has now built a practice that includes a team of motivated professionals who bring unique experiences and expertise. Gaining the trust of hundreds of families in Canada, Fred’s team now manages multimillion dollar assets.
Outside of work, Fred invests his time and money back into his community and in the Philippines where he adopted 62 underprivileged children and sponsored the building of a new children’s hospital. He attributes his success to aligning himself with great people and always making business decisions that support his personal beliefs – being kind-hearted and open-minded, first and foremost.
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