Address

BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
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Contact Us

The Totten Wealth Advisory Team Members

Our Team Culture

 
Our succession plan for continued service
 
David Totten and Annette Walker started serving Newmarket at Nesbitt Burns in 1995. Many of our clients have been with us for decades and we have proudly built a reputation for providing the highest level of wealth advisory services with integrity, passion and a commitment to deliver current solutions.
 
While David and Annette are not nearing retirement soon, like good business owners they like to think ahead, so in 2021 our team welcomed Andrew Helfrich. Andrew brings our clients incredible talent and experience despite his young age. He enables our advisory team to continue our relationships in the coming years when our lead advisors retire.
 
Client education
 
To provide our clients with the facts and insights they need to make informed decisions, we educate and guide them through the variety of financial issues that may affect their lives and their future and identify any trends or barriers that may affect their goals.
 
Regular communication and reporting
 
With a proactive service model, we will reach out to you quarterly to provide an update on how your investments are doing and discuss changes that may have occurred in your life or business. This enables us to keep your plans and portfolio current, relevant and on track to meeting your short- and long-term goals.
 

Our Team Members

 

David B. Totten     PFP®
Wealth Advisor

T: 905-830-4468
F: 905-830-9538
Toll: 1-800-651-5952

E-mail: David.Totten@nbpcd.com
Connect with me on LinkedIn
 
 
David has over 35 years of financial services experience and spent the past 30+ years with BMO Nesbitt Burns. He has built a well-established reputation as one of BMO Nesbitt Burns’ most Senior and respected Advisors within the Aurora – Newmarket area and across Canada. Read more 

 
 

Annette Walker     PFP®
Wealth Advisor

T: 905-830-1315
F: 905-830-9538
Toll: 1-800-651-5952

E-mail: Annette.Walker@nbpcd.com
Connect with me on LinkedIn

 
Annette has been a driving force within The Totten Wealth Advisory Group since 1996. She has earned the Personal Financial Planner (PFP®) designation through the Canadian Securities Institute and is also a certified Law Clerk through the Institute of Law Clerks of Ontario. Prior to joining BMO Nesbitt Burns , Annette worked in corporate, securities, estate and immigration Law for six years with the law firm Torys LLP. Read more 

 
 

Andrew Helfrich     CFA®, PFP® , BComm (Hons)
Investment Advisor

T: 437-221-7174
F: 905-830-9538
Toll: 1-800-651-5952

E-mail: Andrew.Helfrich@bmo.com
Connect with me on LinkedIn
 
 
Andrew Helfrich entered the financial industry and BMO in 2010, and joined our team in 2021 after building a strong reputation on the institutional side of the business. In his previous roles in BMO Nesbitt Burns investment research, Andrew advised 1,000 advisors across the country on ETFs, mutual funds and Responsible Investing (also known as environment social and corporate governance/ESG) to align clients’ personal values with their investment dollars. He now serves clients primarily in the Aurora - Newmarket area. Read more 

 
 

Linda Logan
Investment Representative

T: 905-830-3658
F: 905-830-9538
Toll: 1-800-651-5952

E-mail: Linda.P.Logan@nbpcd.com 

 
Linda has been a licensed Investment Representative with The Totten Wealth Advisory Group at BMO Nesbitt Burns since 2000. She holds a Bachelor of Applied Arts in Business Administration from Ryerson University and has completed the Professional Financial Planning course. Linda is adept at handling any and all inquiries, from administrative issues to the trading of securities. Read more