Who We Are

Primarily focused on day-to-day portfolio management, Scott utilizes his CFA background and over 28 years of experience to analyze a large amount of investment research. Scott is responsible for selecting global portfolio managers, asset mix and world wide equity research. Scott also utilizes technical analysis as evidenced by his famous "wall of charts". By combining technical and fundamental analysis the team is able to identify trends proactively.

Scott enjoys old boys hockey and is an avid golfer.

• 34 years of investment experience; working with both institutional and private clients
• Interests include: golf, cross country skiing, and old boys hockey

Don is a Chartered Financial Analyst (CFA) with over 26 years of industry experience. He primarily focuses on portfolio management with an emphasis on face to face meetings with company management. Don continues to build relationships with our internal partners within BMO Financial Group and our network of professionals across the country so that he has a better understanding of sector and company issues.

Don is active in coaching his boys' soccer and ski teams and is a co-founder of the "Beaver Valley 180" charity bike ride.

• 32 years of investment experience; working with both institutional and private clients
• Interests include: cycling, skiing, and family

• Over 12 years of financial planning and investment management experience
• Attended Law School in California
• Interests include: Travel, food/wine and Football/Basketball

Diana has over 30 years of experience in financial services and heads up the operations component of our team. Her primary responsibilities include syndicated deals, stock reorganizations and client documentation. For all administrative issues Diana can be contacted directly.

Diana is active in her community and enjoy spending time with her husband and children.

• Head of operations for our team
• Over 25 years of experience in financial services
• Interests include: reading, baking and travel

• Over 8 years in the Financial Services Sector
• Interests include football (the one where you use your feet) and traveling abroad

With over a decade of experience in the financial services industry, Mitchell specializes in crafting comprehensive and innovative wealth strategies for high-net-worth individuals and families as well as business owners. His practice focuses on guiding clients navigate their financial landscape and help simplify complex financial decisions, ensuring they maximize wealth while having peace of mind. He acts as your financial quarterback and will be there with you throughout your financial journey.

Mitchell holds a Bachelor of Commerce with a major in finance from the Ted Rogers School of Management. In addition, he holds numerous industry designations and credentials and believes in the value of continuing education to stay on top of the ever-changing investment industry.

Outside of the office, Mitchell is a fitness enthusiast, enjoys playing hockey and is an avid golfer. He is born and raised in Toronto, in a close-knit family, and spends as much time as he can with his nephews and niece.