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Who We Are – Our Client Service Team

Brad Walsh, CFA, MBA

Portfolio Manager & Wealth Advisor

Prior to joining BMO Nesbitt Burns in 2003 as an Investment Advisor, Bradley was a partner at one of Canada’s leading pension and investment governance consulting firms, dealing with many major US and Canadian Defined Contribution and Defined Benefit pension organizations. Prior to that he was a pension analyst at Towers Perrin conducting asset manager searches, asset liability studies, and performance measurement reporting. Embracing the entrepreneurial spirit, Bradley felt his passion was in the burgeoning investment business and has never looked back. In his over 20 years as a professional Investment Advisor at BMO Nesbitt Burns, Brad has not only built a successful book of business with a small and efficient team, he has kept up with the changing environment with numerous accreditations including the most prestigious Chartered Financial Analyst (CFA), MBA with a specialization in investments, Portfolio Management and wealth management designations, and is fully licensed to offer insurance and options trading.

Brad has an undergraduate degree in Chemistry and Biochemistry from the University of Toronto and an MBA from York University’s Schulich School of Business. He and his wife Helen reside in Toronto’s west end, have two kids and enjoy walks along the lakeshore in summertime.
 
 

Lourena Riego

Administration Assistant

After graduating with an Honours B.A. in Psychology from York University and taking the CSC, Lourena started her career at TD bank where for worked for 8 years. Prior to BMO, Lourena was a Marketing Assistant for an MFDA advisor and a Financial Advisor Associate for a leading financial consultant at Manulife Securities.  Lourena worked in Compliance for over 2 years at Worldsource Securities and has experience in investment fund operations, institutional portfolio management support, and cash flow reporting. 

Courses taken in the past include CPH, Ethics, Investment Funds Course, Wealth Management Essentials, Partner’s Directors & Officers, Options and Life Licensing courses.  

Jacqueline Lee

Sr. Administration Associate

Prior to joining BMO Nesbitt Burns in 2003 as an investment representative, Jacqueline worked with a Branch Manager and Investment Advisors at Merrill Lynch Canada and CIBC Wood Gundy. This brings years of experience in the investment industry with attention to detail when administrating contributions, deposits, withdrawals, EFT's, wires, tax packages, estates, new account openings, and account information requests. She has completed the Canadian Securities Course and Conduct & Practices Handbook Course, as a fully licensed assistant, Jacqueline takes pride in providing both client services and administration.

 

Jacqueline has an Honours B.A. in Rec. & Leisure Studies, Business Option from the University of Waterloo.

 

She loves spending time with her son, who is a focused baseball player & intense athlete. They are big baseball fans, especially the Toronto Blue Jays.

Qualifications:

Chartered Financial Analyst (CFA)®
Masters Business Administration (MBA)
 

Business Focus:

Investment Advice, Financial Planning and Investment Governance

As an investor, are you confused and concerned about:.

  • What does retiring in a higher interest rate and inflationary environment look like; what risks do these pose?

  • What CRA is up to and how you may keep your returns away from them without risking fines or worse?

  • What the various products in the markets are all about and how you may navigate around those that involve unwarranted risks or costs? And,

  • Despite all of the above and more, being able to meet your financial goals for yourself and your loved ones?

 

Leave your concerns to us:

Let us be your investment advisors and financial planners. Our philosophy is simple – know and apply what are proven to work well for successful investors. To do this, we draw on:

  • Our continuous training & experiences as Chartered Financial Analysts

  • Brad's 30-year history and experiences as a financial professional

  • Brad's prior 9-year history and experiences as a pension and investment governance consultant

  • The renowned research and money managers available at BMO Nesbitt Burns, and

  • Professional journals and other authoritative information sources we regularly access.

 

As our client, we would engage you in a process that involves:

  • Understanding your goals and situation;

  • Developing a plan that can realistically meet your goals within your risk constraints;

  • Implementing your plan optimally; and,

  • Regularly monitoring and adjusting as appropriate.

 

As your advisors, we take it to heart that you are entrusting us with your hard-earned money, because you trust our character and competence.
We will endeavour to uphold this trust and always apply our best efforts to remain deserving of this privilege.
 

References will be provided upon request.