Meet the Team

For 30 years, I have been in the business of helping clients maintain and build wealth. This is accomplished through conservative investment strategies and creating estate preservation solutions. An established client relationship with a balance of professionally managed money and trading opportunities is how I prefer to operate my business.
 
The cornerstone of my practice is personalized service. As trust is the basis of any relationship, clients that trust my recommendations understand that they are based on my efforts in matching their personal financial objectives with financial assets.

An ongoing consultative approach solidifies long-term relationships that are built upon integrity, trust, knowledge and experience

Robert, who also goes by "Gus", entered the securities industry in 1976 after completing a B.A. at Memorial University in 1974 and a Masters in Business Administration at Dalhousie in 1976.

Gus began his training in New York with Merrill Lynch Canada where he completed the New York Stock Exchange exam. After 12 plus years with that firm, he helped open the Burns Fry office in St. John’s in 1988. In 1994 he was part of the team that merged with Nesbitt Thomson to form BMO Nesbitt Burns.

Throughout his career, Gus has been involved with industry associations serving on the Atlantic District Council of the Investment Dealers Association from 1984 to 1987, and on the Investment Industry Association of Canada Atlantic Council from June 2007 to present.

As a charter member of the Canadian Progress Club St. John’s, he has spent over 25 years helping raise money for the Vera Perlin Society, and Newfoundland and Labrador Special Olympics. Gus was National President of the Progress Club in 1993 and has also been active in the hockey world as a past president of Avalon Minor Hockey and the first chairman of the Break-A-Way Foundation whose mandate is to financially assist youth in the province to participate in minor hockey programs.

Since 1997, Craig has gained extraordinary wealth management experience in helping affluent & high-net worth clients overcome financial challenges and achieve financial success. He is very passionate about leveraging his BMO Private Wealth’s team of experts and industry-leading platform to foster strong client relationships built upon mutual trust and integrity.

Craig believes in collaboratively working with clients to understand their financial planning needs and risk profile before recommending an appropriate portfolio strategy. He has a conservative investment philosophy guided by sound risk management principles including portfolio diversification and rebalancing.

Craig has a Bachelor of Commerce (B.Comm) degree from Memorial University of Newfoundland and has earned his Chartered Investment Manager (CIM) professional designation.

He is happily married and has two children.

Matthew first started his career with BMO Nesbitt Burns in 2008, working out of the Halifax main branch, and at University branch, First Canadian Place downtown Toronto. After completing his undergraduate studies at Memorial University, Matthew began to work with the Bank of Montreal in St. John’s as a Financial Services Manager in 2010.

After completing the Canadian Securities Course in early 2011, Matthew worked closely with clients dealing with investments, mortgages, and various lending needs. He joined The Crane Group in October 2012, and looks forward to helping the existing book with financial planning, as well as help to expand the business.

When he is away from the office, Matthew enjoys many activities including hockey, golf, snowboarding, photography and traveling.