Brian is a Chartered Investment Manager (CIM), Senior Portfolio Manager and Wealth Advisor who runs a discretionary portfolio management practice. Brian joined BMO in 1991 immediately after graduating from Queens University. For over 30 years Brian has been providing professional advice to business owners, corporate executives, retirees, families and individuals of high net worth.
Outside of managing his clients' wealth, Brian is a passionate sailor and wildlife photographer.
Associate Investment Advisor And Financial Planner
Christine assists Brian with wealth management services such as portfolio management, retirement planning and estate planning.
With over 13 years of experience in the financial industry, Christine works closely with clients to provide exceptional wealth advisory plans. Responsible for client relations, she has a passionate commitment to helping clients achieve their financial goals.
Christine has a Bachelor of Commerce Degree with a focus on economics from the Odette School of Business at the University of Windsor.
Striving for success not only in her professional life, Christine is an avid runner, cyclist and snowboarder. In 2008, she took her love of fitness to the next level, completing Iron Man Canada. Christine has taken this passion to the community by being involved in the Victorian Order of Nurses Canada’s largest charitable home and community care organization.