Brian is a Wealth Advisor at BMO Nesbitt Burns who has over 25 years of experience in wealth advisory services. He serves a diverse client base and counsels in all aspects of wealth management, investment planning, retirement planning, and estate planning. Many of his clients have been with him for the duration of his tenure, and Brian is pleased to be providing services to a second generation.

 

 

Through 20 years of senior financial and business experience in multinational organizations, Brian's corporate background in international finance and management in the high-tech, telecommunications, defence, and energy sectors is an asset in today's fast-paced Investing Industry. His executive positions has provided practical insights into corporate strategic planning, risk management, the value of long-term perspective, and a strong understanding of fiduciary duty.

 

Alongside work, Brian is a strong believer in community service, and currently serves on the Board of Directors of Vision Loss Rehabilitation Canada (Member, Audit and Finance Committee; Member, Pension Investment Committee, Canadian National Institute for the Blind). His past board positions include Theatre Calgary Foundation (Chair of the Board), Ranchmen's Club (President), and Royal Military College Club of Canada.

EDUCATION & DESIGNATIONS

• CHARTERED INVESTMENT MANAGER (CIM®) - Canadian Securities Institute
• CERTIFIED PROFESSIONAL ACCOUNTANT (CPA)
• MBA - Schulich School of Business, Toronto
• Hon B.A. (Economics) - Royal Military College of Canada