Find an Investment Advisor

Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.

 

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Brad Aulthouse

With over 30 years in the investment industry, I'm experienced in developing personalized investment plans that take into account each client’s goals, risk tolerance and investment time horizon. Client portfolios are continually monitored to ensure their specific needs are met in both RSP and taxable accounts. I have broad experience and a solid reputation in assisting individual, corporate and institutional clients. Additionally, I offer clients the simplicity and convenience of discretionary portfolio management.

Visit bradaulthouse.com

 

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Andrew Bandler

With my background as a Professional Engineer (P.Eng.) and designations as a Portfolio Manager and Certified Investment Manager (CIM), I leverage my knowledge and the outstanding analytics team at BMO Nesbitt Burns to provide clients with effective wealth creation strategies and sound advice on generating income in retirement. I work on a team with Brad Aulthouse, where synergies allow us to share ideas and provide a high level of service for our clients. Andrew also services clients at the Trenton branch of BMO Bank of Montreal.

Visit bradaulthouse.com

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Joanne Coker

Joanne’s strengths lie in her experience, knowledge and attention to detail.   Her clients include business owners, professionals and retirees.  Joanne is a Wealth Advisor with 20 years of experience in Financial Services.  Joanne has the expertise to match each client's unique situation with sound investment strategies.  Detailed attention to tax situations and other financial circumstances ensures that the investment plan is tailored to a client’s specific goals, and will always stay within a predetermined risk level. Joanne services clients at the BMO Bank of Montreal Picton branch and at the BMO Nesbitt Burns Belleville office.

Visit joannecoker.com

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Chris Jefford

I am a strong believer in the value of financial planning. I help my clients organize their finances, grow their assets, minimize taxes, and avoid unnecessary or unwanted risks. In my experience, most people spend a lot of time making and spending their money, but very little time is spent on managing what's left - I will help you do just that. Chris also services clients at the BMO Bank of Montreal Quinte Crossroads branch in Belleville.

Visit chrisjefford.com

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Liz Knuude

I am committed to providing my clients with professional service, well-researched recommendations, and a sincere concern for their financial success and personal well-being. I work with each client to understand their financial goals, to develop an appropriate investment plan and to help them to monitor the progress of their plan. My recommendations take into account the important areas of tax planning and estate planning to ensure the advantage of all opportunities.

Visit lizknuude.com

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Mark MacDonald

I help families, business owners, retirees, and high net worth Individuals navigate the complex financial decisions they must make, and simplify them. I am passionate about educating my clients when it comes to wealth management, and I believe the more a client understands, the more informed decisions they can make. One of the advantages of working for BMO Nesbitt Burns is having access to the resources needed to take care of all your wealth management needs.

Visit macdonaldwealth.ca

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Shelley Williams

I am pleased to offer clients a broad range of investment experience garnered over 30 years in the financial service industry.  Clients and their families receive a comprehensive, hands on experience. Together, investment solutions are crafted to solve  your unique financial and life goals.

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Nancy Wood

I’ve been involved in Wealth Management since 2012.  I understand & respect that my clients have worked hard to build their wealth and appreciate the importance of the relationship between a client and their advisor.

I believe the best relationships are built on a solid foundation of trust, integrity and good communication.  These same qualities are offered on a professional level to all my clients, along with investment solutions, financial planning, tax planning and risk management. 

Visit macdonaldwealth.ca