67 Brock Street
Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.
Scott joined the team in 2015 with over 12 years of management and financial advisory experience. He’s held roles as a Corporate Controller for both private and TSX publicly listed companies, as well as experience in the Corporate Finance and Business Valuations group at KPMG. Scott brings strong analytical and investment valuation skills and experience, along with a focus on exceeding client’s objectives. He holds the Chartered Financial Analyst (CFA) and Chartered Accountant (CA) designations and earned a Bachelor of Commerce Honours (B.Comm) Degree from Queen’s University.
Jason grew up in the beautiful 1000 Islands area. He graduated from the University of Western Ontario with an Economics Degree. Jason joined BMO Nesbitt Burns in 1997 and has since obtained his Professional Financial Planner and Vice- President designations. He brings a high level of energy to his clientele and has a genuine desire to help them effectively manage their wealth. Diligient analysis and a disciplined approach keep him abreast of all relevant issues affecting his clients.
I offer sound advice to help clients safeguard capital, manage income needs and achieve superior long-term returns without undue risk. I take pride in helping my clients accumulate and distribute their wealth.
Michele has over 30 years experience in the Financial Services Industry both in Canada and the United Kingdom. Before joining BMO Nesbitt Burns, Michele worked at BMO Harris Private Banking in Kingston as a Private Banker. She joins the team here in Brockville to assist with Wealth Planning, providing a more holistic approach to all of our valued clients.