My career as an investment professional in Quinte has spanned over 30 years. In 1994, I opened the Belleville Branch of BMO Nesbitt Burns in downtown Belleville.
I hold the designations of Portfolio Manager, Certified Investment Manager and I'm a graduate of Trent University. I continue to take a keen interest in professional development by attending national conferences and seminars.
"Over the years, my focus has remained the same ~ to work closely with clients, sharing my expertise and advice to help them successfully realize their investment goals."
I'm experienced in developing personalized investment plans that take into account each client’s goals, risk tolerance and investment time horizon. Based on analysis of the client’s financial goals and current situation, an appropriate investment strategy is recommended. Each client’s portfolio is continually monitored to ensure their specific needs are met in both RSP and taxable accounts. I offer timely, relevant, high quality investment advice and draw on BMO Nesbitt Burns' industry-leading equity research, as well as, in house specialists across BMO Private Wealth.
Additionally, as a Senior Portfolio Manager, I offer clients the simplicity and convenience of discretionary portfolio management. I have broad experience and a solid reputation in assisting individual, corporate and institutional clients.
Andrew joined our team in September, 2009. Before becoming an Investment Advisor, he worked in the Geological Engineering field and has a Master of Science Degree in Civil Engineering from Queen’s University. His transition to a career in wealth management was a natural fit.
Andrew says, "The training and experience gained in my engineering career have provided the critical analytical skills required for successful investing.”
He continues his professional development to remain abreast of new investment opportunities and strategies within the industry. Andrew acquired the designations of Certified Investment Manager (C.I.M.) and Portfolio Manager.
Outside of work, Andrew is a member of the Rotary Club of Belleville, the Quinte Chapter of the Professional Engineers of Ontario and served as a member on the Albert College board of directors.
Beth Primeau joined BMO Nesbitt Burns and our team in 2012. With the utmost care and professionalism, Beth processes all of our clients' investment orders and responds to issues and questions regarding client accounts. She ensures that all account documentation on file is current and accurate.
Clients can call her with any changes to account information or other administrative needs. Beth can also supply market quotes and answer inquiries regarding RRSPs, RESPs or RIFs.
Beth is a graduate of Ryerson University and continues with her professional development within the investment industry.
Donna Davies joined BMO Nesbitt Burns in 2001. Her years of experience in marketing bring a fresh perspective to our business and to the needs of our clients. Clients requesting stock research can contact Donna and she will access the most current research available. Regular client communication, Gateway inquiries, online presence, client events, branch marketing, and sponsorship opportunities are just some of the areas that she oversees in her role. Donna is a graduate of Queen's University.