Our Team

Boris has been with BMO Nesbitt Burns serving higher net worth clients since 1998. He is an accredited Portfolio Manager, offering his clients the simplicity and convenience of discretionary portfolio management.

"I specialize in recommending and administering investment accounts, retirement planning and tax savings strategies for estate purposes. For the business owner, I can extend my normal services to include individual pension plans."

He graduated from Dalhousie University and finished post graduate studies at the University of King's College in Halifax. Boris has been connected to Northumberland County for over 25 years, putting down roots and volunteering for various community organizations.

Cory has been with BMO for nearly a decade working with high net worth clients from the Cobourg and the surrounding areas. He works closely with all of his clients to educate and guide them through investment decisions. He believes that it is very important for clients to work with an Investment Advisor who’ll take the time to get to know you. His aim is to truly understand your goals and objectives and create a financial plan that fits your lifestyle and your overall needs. He understands that every client is different.

He and his family continue to call Northumberland home and enjoy being able to spend their time in Ontario’s feel good town. Cory graduated from Trent University in Peterborough, with a Bachelor in Business Administration in the Honors Program. Cory thrives in small town relationship building and continues to be involved in his community. 

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.