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.
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.
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.
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.