Allison is a Senior Portfolio Manager at BMO Nesbitt Burns with over 25 years of experience in financial markets.
After graduating from the University of Calgary with a BA in Political Science, she began her career in 1996 with National Bank Financial. Allison spent 7 years at National Bank before moving into an Associate Director role at Macquarie Private Wealth.
Her career led her to join BMO Nesbitt Burns in 2013 when Macquarie Private Wealth was acquired by Richardson Wealth.
Allison and her team are dedicated to helping families and professionals develop and execute bespoke financial strategies suited for the unique objectives of every client. While primarily focused on portfolio construction, investment analysis and wealth planning today, Allison's expertise extends across various financial instruments. From trading in public markets to private equity financing, Allison's experience is profound. Ranging from government & corporate bonds, preferred shares and convertible debt to equities and liquid alternatives, including private credit & commodities.
Allison holds the Chartered Investment Manager (CIM®) designation and is an accredited insurance professional under the Life License Qualification Program (LLQP).
With a distinguished career and long-term perspective, Allison looks beyond the headlines to deliver personalized wealth solutions and tailored investment strategies to grow and preserve her clients' wealth.
Alina is a Client Service Associate, joining the team in the end of 2023. She takes pride in her thorough understanding of the wealth industry and the ability to exceed expectations when it comes to delivering exceptional client service and support.
Alina recently made the leap to relocate to Calgary with her family.
In her spare time, she enjoys staying active with hiking and love to travel.