Our Team

Brad is a Sr. Portfolio Manager at BMO Nesbitt Burns. In his tenure at Nesbitt, Brad has built a client-centred business – this continues to be the motivating force behind Carter Mathewson Amiot Wealth to this day.

Brad holds the highest designations conferred by the Canadian Securities Institute – Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). Additionally, he has successfully completed the Canadian Options Course and is insurance licensed. His role on the team includes formulating overall investment and portfolio strategy.

Martin is a Sr. Portfolio Manager at BMO Nesbitt Burns, and a partner within Carter Mathewson Amiot Wealth.

After completing his B.A. in Economics at the University of Calgary, Martin began his career at Nesbitt in 1997. While at the firm, Martin successfully completed the CFA Program, and he is now a member of the Calgary Society of Chartered Financial Analysts. Martin has also fulfilled the requirements of the Canadian Options Course and holds his insurance license. His role on the team includes providing investment advice to clients, as well as monitoring managed portfolio accounts.

Markian is a Portfolio Manager with Carter Mathewson Amiot Wealth, and partner within Carter Mathewson Amiot Wealth.

Markian graduated from the University of Calgary in 2008 with a double degree – a Bachelor of Commerce With Distinction (Marketing) and a Bachelor of Arts With Distinction (Political Science). He completed the CFA Program, is a member of the Calgary Society of Chartered Financial Analysts, and is options and insurance licensed. His role on the team includes providing investment advice to clients, as well as monitoring managed portfolio accounts.

Colton is an Associate Portfolio Manager at BMO Nesbitt Burns, and joined Carter Mathewson Amiot Wealth in 2022.

Colton started in the industry in 2015, working most recently at Mawer Investment Management. While there, Colton earned his Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations. He also holds a Bachelor of Commerce (Energy Management) from the University of Calgary and a Diploma in Chemical Engineering Technology from SAIT. His role on the team includes providing investment advice to clients, as well as modelling trades in managed portfolio accounts.

Jackie is a Client Service Associate at BMO Nesbitt Burns. Jackie graduated from the University of Calgary in 2014 with a Bachelor of Kinesiology with Distinction. She began her career as a bank teller, customer representative, and financial solution specialist. In 2017, she moved into the investment industry as a business administrative assistant before becoming licensed as a Client Service Associate.

Morgan is a Client Service Associate at BMO Nesbitt Burns. She completed her Bachelor of Education (Mathematics) at the University of Calgary before electing to pursue a career in finance. Since starting with CMA Wealth, Morgan has passed the Canadian Securities Course, Conduct and Practices Handbook Course and is now licensed as a Client Service Associate.