Portfolio Manager, Investment Advisor
Toll Free: 1-866-290-2434
Boris has been with BMO Nesbitt Burns serving higher net worth clients since 1998. He graduated from Dalhousie University and finished post graduate studies at the University of King's College in Halifax. He has been connected to Northumberland County for over 25 years, putting down roots and volunteering for various community organizations. He has attained his Certified Investment Manager (C.I.M.) designation from the Canadian Securities Institute. He is an accredited Portfolio Manager.
Boris firmly believes that his client's interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and increase returns. Working closely with his clients, Boris formulates a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Beginning with a questionnaire, a client's long-term objectives are established and clearly defined in a written investment policy statement, which becomes the basis of that client's ideal asset mix. Whether his clients are conservative income-oriented investors, or growth-oriented investors, Boris will design an investment strategy that best fits his clients' needs.
Canadian Investment Manager, C.I.M.
Canadian Securities Course
Professional Financial Planning
Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Technical Analysis Course
Cory has been with BMO for nearly a decade working with high net worth clients from the Cobourg and the surrounding areas. He and his family continue to call Northumberland home and enjoy being able to spend their time in Ontario’s feel good town. Cory graduated from Trent University in Peterborough, with a Bachelor in Business Administration in the Honors Program. Cory thrives in small town relationship building and continues to be involved in his community.
Cory works closely with all of his clients to educate and guide them through investment decisions. Cory believes that it is very important to work with an Advisor who’ll take the time to get to know you. His aim is to truly understand your goals and objectives and create a financial plan that fits your lifestyle and your overall needs; he understands that every client is different. Clients come to BMO Nesbitt Burns looking for wealth management solutions that are custom tailored to them. Along with Cory, we have our in-house specialists, access to the expert resources within BMO Financial Group, and we have the services and resources you need to reach your financial goals.
Jennifer joins our team with strong administrative experience. She is dedicated to providing an exception client experience, and ensures clients have prompt and efficient service. Jennifer enjoys playing soccer and spending time with her family when out of the office.