Brent brings 20 years of experience in managing wealth for individuals, corporate clients  and foundations.  His blue-chip & dividend investment philosophy, commitment to client service, financial planning and frequent client portfolio reviews have been the cornerstones of his practice. Brent's educational background includes a Bachelor of Arts from Dartmouth College and he holds the Chartered Investment Manager (CIM) designation.

Brent understands that each client’s wealth management vision is unique and takes a personal approach to every relationship he builds. Trust and integrity are fundamental characteristics of his practice and his role as your fiduciary Portfolio Manager.

"It is an honour to work for such a great group of clients. I come into the office every day to ensure we protect and grow their hard earned wealth."

Pina has been in the financial services industry for over 10 years.  She prides herself on her exceptional client service, including the ability to anticipate client needs before they arise. She shares a strong commitment to working with clients to ensure they achieve their financial goals. A graduate of York University, she holds the Chartered Investment Manager (CIM) designation. Pina is able to transact for clients in securities, options, and insurance products.

Cindy provides integral support in many aspects of client service. She interacts directly with clients, assisting them with a wide variety of matters relating to the onboarding process, tax reporting, and ongoing administrative functions.

Cindy is a graduate of University of Toronto Honours Bachelor of Science program and is an investment representative. Cindy started at RBC Dominion Securities in 2012 until she was offered an opportunity to join BMO Nesbitt Burns in 2016.  She is highly committed to bringing clients timely, efficient and courteous service.