Boris has been with BMO Nesbitt Burns serving higher net worth clients since 1998. He graduated from Dalhousie University and finished post graduate studies at the University of King's College in Halifax. He has been connected to Northumberland County for over 25 years, putting down roots and volunteering for various community organizations. He has attained his Certified Investment Manager (C.I.M.) designation from the Canadian Securities Institute. He is an accredited Portfolio Manager.
Jennifer joins our team with strong administrative experience. She is dedicated to providing an exceptional client experience, and ensures clients have prompt and efficient service. Jennifer enjoys playing soccer and spending time with her family when out of the office.
Mandy has been working in the investment industry for over 10 years, joining BMO Nesbitt Burns in 2021. She is a licensed representative who has completed the Canadian Securities Course (CSC) and the Conduct of Practices Handbook (CPH). She handles the administrative aspects of our business including account opening, documentation, compliance and the day to day administrative needs of our clients.
Mandy would be happy to assist you with establishing online access for your accounts or scheduling an appointment for portfolio and wealth management reviews.