Choosing the right Wealth Advisory Team is the most important investment decision you can make. It is imperative that you trust the people working on your behalf and are comfortable with their philosophy and approach to investing.
We are a team of educated and experienced wealth professionals who are genuinely interested in each of our clients.
Lee Fournier, CPA, CA, CFP®
Wealth Advisor, Vice President
Lee joined BMO Nesbitt Burns in 1993 and has been providing advice in financial planning, wealth management and investment for 25 years. Prior to entering the investment management field, Lee worked in the tax department of a major accounting firm where she was instrumental in helping to develop their Personal Financial Planning Group. In addition to her designation as a Chartered Accountant, Lee is an accredited Wealth Advisor, a Certified Financial Planner and a Certified Senior Advisor.
E-mail: Lee Fournier
When Lee is not in the office, you can find her enjoying long walks with her husband and two golden retrievers, or mastering her skills in golf.
Jodie Harrison, B.Com., PFP®
Investment Advisor, Wealth Advisor
E-mail: Jodie Harrison
Jodie is pleased to be back at BMO Nesbitt Burns, where she worked for over 12 years developing and implementing financial plans, as well as providing investment advice to help clients achieve financial success. Prior to her return, Jodie worked with TD Asset Management as Regional Vice-President partnering with over 200 Financial Advisors in the National Capital Region. Jodie is a Wealth Advisor and has completed her Professional Financial Planning Designation.
In her free time, she enjoys skiing with her husband and daughter.
Client Service Assistant
E-mail: Cory Steele
Cory is the newest member of the team, bringing two years of experience with TD Private Investment Advice supporting clients with service and administration. Prior to that, Cory worked for TD Direct Investing for four years, where he placed trades, maintained client accounts and helped provide online web support. He has completed the Canadian Securities Course as well as the Options and Derivatives Course.
When he is not at the office, Cory enjoys spending time playing hockey.