Skip Navigation

View Leadership Team


Alfred Lee, Vice President and Portfolio Manager, Investment Strategist
Alfred Lee, CFA, CMT, DMS
Director, Portfolio Manager,
Exchange Traded Funds

BMO Asset Management Inc.

Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients. As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios including Canadian bonds, U.S. investment grade, high yield, European and Asian bonds, emerging market debt and others. Previously, he worked for a large Canadian based brokerage developing ETF related strategies and sat on the firm's investment committee. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician and Derivatives Market Specialist and DMS designations.

Contact Us

Give us a call For Mutual Funds:
1-800-668-7327 For ETFs:
Sign up


For the Insights E-Newsletter

Connect with a Local Representative Connect with an ETF Specialist

Receive practice management tips when you sign up

Join the conversation