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, defense, and energy sectors is an asset in today’s fast-paced investing industry. His executive positions have 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 formerly served on the Board of Directors of Vision Loss Rehabilitation Canada. His past board positions include the Theatre Calgary Foundation (Chair of the Board), Ranchmen’s Club (President), and Royal Military College Club of Canada.
Education & Designations
- Chartered Investment Manager (CIM®)
- Certified Professional Accountant (CPA)
- MBA, Haskayne School of Business, University of Calgary
- Honours B.A. (Economics), Royal Military College of Canada