Montilla Private Wealth
Investment Advisor

Frederick Montilla EPC

Frederick Montilla <small>EPC</small>
We have a passion for our clients' true results and a pragmatic drive for action that starts Monday morning 8am and doesn't let up.
1.866.424.2492
5100, Suncor Energy Centre West Tower. 150 6th Ave S.W., Calgary, Alberta, T2P 3Y7

About Frederick

Fred is an accomplished Tax Strategist, Investment Advisor and is also Insurance Licensed. As the founder, leader, and visionary of Montilla Wealth Management, Fred is passionate about making elite financial strategies accessible to everyone.

Fred’s story is one that resonates and inspires all who hears it. In 2002, he was working as a Pizza Delivery boy in Montreal when he was introduced to join a financial services industry. Deciding to bet on himself, he committed to working as hard and often as needed to be successful. He took several financial courses, licenses, and certifications available to him including the Elderly Planning Course (EPC), Canadian Securities Course (CSC) and The Conduct and Practices Handbook (CPH); expanded his knowledge, grew his understanding and developed his own concepts. He was quickly recognized as one of the fastest up and coming Financial Professionals in the organization. When Fred moved to Calgary in 2007, his practice took off, his entrepreneurial motivations, hard-working attitude, and out-of-the-box thinking fit nicely with the Calgary Spirit.

At his previous dealer, Fred and his team have been the recipients of numerous accolades through years of dedicated practice, including:

• 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 grown his practice from just himself, investing all of his time, energy and money back into his business. Today, Fred leads a prestige multi-million dollar practice with 2 equally dedicated professionals, has gained the trust of hundreds of families in Canada who entrust him with tens of millions of dollars and 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.

What is perhaps most admirable about Fred is his continued humility through all of his success. When asked, he attributes his wealth to aligning himself with great people and always making business decisions that support his personal beliefs. To Fred, that means that his wealth will be acquired by being kind-hearted and open-minded, first and foremost.

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Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

5100, Suncor Energy Centre West Tower. 150 6th Ave S.W., Calgary, Alberta, T2P 3Y7

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