Randy Gunn joined BNY Mellon Wealth Management, Advisory Services in 2016 as Client Strategist where he is responsible for working closely with individuals, families, and organizations to identify how BNY Mellon Wealth Management's investment and wealth management capabilities can help them reach their overall financial goals.
Randy brings over 15 years of financial services experience attained at the industry leading firms of Connor Clark & Lunn Private Capital, Scotia Asset Management and Citigroup. As a long-standing member of the CFA Society Toronto’s Private Client Committee, Randy uses his expertise to help clients meet their financial goals, taking a dedicated approach to identifying their financial requirements and implementing integrated wealth management solutions.
Randy earned a Bachelor of International Business degree from Brock University and received his Masters of Business Administration degree from the University of Windsor. In addition, Randy is a CFA charterholder.