Team

Surround Yourself With Those That Elevate You.

About Our Team

The team at Montilla Private Wealth are fueled by a deep desire to positively impact as many people as possible and armed with their proven methods and concepts to create a paradigm shift.

This paradigm shift is crucial for the average Canadian to transform beyond Rich and into Wealthy. Fred and his team understand this and work closely with clients to ensure their understanding, outline their options and guide them through the process. Our team approach means that we have experts in every financial discipline. Our systematic and scientific approach to those financial disciplines ensures your success.

Below you can meet the members behind Montilla Private Wealth and the driving forces that continually elevate our clientele.  

who we are

Meet Our Team

Frederick Montilla <small>EPC</small>

Frederick Montilla EPC

Investment Advisor
Sam Argote

Sam Argote

Associate Investment Advisor
Melody Alvarez

Melody Alvarez

Sales Assistant
Christine Matic

Christine Matic

Executive Assistant

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