Who We Are

Ben Andrews

Wealth Advisor, Portfolio Manager

Ben is a Portfolio Manager and Discretionary Wealth Advisor with BMO Nesbitt Burns.  He has been providing wealth management solutions for select  families, individuals and corporations since Feb 1998.  Ben earned his BA in economics from Queen's University in Kingston, Ontario.  Ben is a Fellow of the Canadian Securities Institute.  As a believer in constantly learning he has recently furthered his education by becoming the first BMO Nesbitt Burns Advisor to have completed the Family Enterprise Advisors Program at the Sauder School of Business.  He has also passed the Chartered Financial Advisor (CFA) Level 1.

 

Ben believes in a proactive management style working collaboratively with clients and other discipline experts empowering clients to make integrated and informed decisions.

Ben and his wife Pam have three children, one daughter and two sons.  He was born in London, England and raised in Vancouver attending St. George's School.  Ben enjoys playing rugby, now "touch",  windsurfing and tennis. He is also an avid reader and coaches his kids' soccer teams.

Cheri Mizumoto, BBA, CIM

Associate Investment Advisor

Cheri is an Associate with the Ben Andrews Wealth Management Group. She has over 16 years of experience in the financial industry.  Cheri brings a high level of care and attention to detail on the investment execution  for clients and leads day to day administrative operations.

Cheri is a graduate of Simon Fraser University (SFU) where she attained a Bachelor of Business Administration degree in Accounting.  She has completed many Professional Development courses including Professional Financial Planning and is able to offer Options trading to clients.

Cheri is married with one son. Outside of work, she enjoys  spending time with her family and friends, playing tennis, and snowboarding.

Nancy Wong

BSC,Administrative Assistant

Nancy is the most recent addition to the Ben Andrews Wealth Management Group.  With four years of experience from her role as a Senior Customer Service Representative at BMO Bank of Montreal, she uses her skills and knowledge to assist with day to day administrative operations.

Nancy is a graduate of Simon Fraser University with a Bachelor of Science degree. On her free time, she enjoys spending time with family and friends, hiking, doing yoga, and trying out different restaurants.

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Valerie Chan, CPA, CA

Director, Wealth Planning, BMO Wealth Planning

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations. 

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.