- Team Members
- Learn More
- Tax Planning
- Contact Me
Wealth Advisor & Financial Planner
Toll Free: 1800-461-4191
1127 Barton St.
Thunder Bay, ON
Diane Mehagan, Wealth Advisor, Financial PlannerTel: 807-343-1906
Toll Free: 1-800-461-4191
Diane joined BMO Nesbitt Burns April 2004; after 30 years of service with BMO Bank of Montreal. Professional development is important to her and she has obtained the Personal Financial Planner (PFP) course with the Canadian Securities Institute, the Wealth Advisory Course and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Diane is committed to building solid, lasting relationships with all her clients.
Keeping clients informed is a top priority and she prides herself in superior client service.
Community involvement and giving back to the Thunder Bay community is important to Diane. She has been involved in a number of organizations including: the Thunder Bay Chamber of Commerce, St. Joseph’s Foundation of Thunder Bay and the M.S. Society.
Clara Castellani Neves, Administrative Assistant
Tel: (807) 343-1907
With the utmost care and professionalism, Clara responds to issues and questions regarding client accounts. She ensures that all clients account documentation on file is current and accurate.
Clients can call her with any changes to account information or other administrative needs.
Mark Moulson, Estate & Insurance Advisor
Tel: (807) 346-7091
Mark has over 33 years in estate planning, within the Life Insurance industry. Since 2001, Mark has fulfilled the role of Estate and Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. The majority of his time is allocated to working with Investment Advisors and their high net worth clients. Whether maximizing tax or charitable giving, Mark is able to communicate a customized program for his clients.
Formal credentails for Mark include: CERTIFIED FINANCIAL PLANNER® professional, Chartered Life Underwriter, Certifiied Health Specialist, Registered Retirement Consultant, Trust & Estate Practitioner and Elder Planning Counselor.