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Vice President & Portfolio Manager
George received his MBA from Dalhousie University in 1977 and decided to join the predecessor firm Nesbitt Thomson as an Investment Advisor in 1990. He was then appointed a Vice President of BMO Nesbitt Burns in 1996 and became a Portfolio Manager in 2013. He has had a long standing association with The Friends of UPEI and has made numerous donations to the Children's Wish Foundation of which is he has built a strong relationship. George holds extensive experience in the areas of public services and university relations.
Vice President & Associate Portfolio Manager
Patrick Forrest is a proud Calgarian and graduate of the University of Lethbridge, earning a commerce degree in 1992. He has been employed in the investment industry for over 20 years and currently serves as Vice President and Associate Portfolio Manager. Patrick has the FCSI and CIM designations. He has served as a volunteer in the not-for-profit sector and the charitable sector for many years and is a former member of the University of Lethbridge Board of Governors. In addition, he is both an advocate and volunteer with the Lion’s Eye Bank in Calgary.