633 Main Street
201 Main Street
400 William Street
14 Champlain Street
362 Main Street
2680 Acadie Road
As Vice-President & Portfolio Manager with BMO Nesbitt Burns, Brian’s role positions him to provide leadership to his clients & team. His ability to inspire others to achieve their goals happens to be one of his greatest strengths.
Brian has been in the financial services industry throughout his entire career since his graduation from University of New Brunswick. The depth of experience and knowledge that he has amassed benefit his clients tremendously when planning their futures.
When asked what is most important advice is, Brian replied: “Educate yourself.” He warns that too many people engage their financial advisor with blind faith and strongly encourages clients to participate in their wealth management plan.
Outside of the office, Brian spends his time with his wife and their dogs, reading, or seeking adventure on the seat of his motorcycle or in the cockpit of a plane. Additionally, Brian is the current President of The Board of Directors for The Boys & Girls Club of Riverview.
Joseph McKenna is Vice President and Portfolio Manager at BMO Nesbitt Burns with 45 years of financial service experience, half of which at BMO Nesbitt Burns. He is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. He has completed the Canadian Investment Management Course, the Professional Financial Planning Course and is a Fellow of the Canadian Securities Institute.
Joe is able to provide investment advice to certain US residents and corporations. He is also a Chartered Investment Manager (CIM) and is able to provide options trading for his clients. Joe participates in annual fundraising for the Friends of the Moncton Hospital, Juvenile Diabeties Research Foundation and the Cardiac & Wellness Center for the Universite de Moncton. He also enjoys a game of golf.
Amy Clark is known for her ability to execute flawlessly on behalf of the client, which is not surprising as her greatest motivation is client satisfaction.
As an Investment Representative, Amy has worked her way through various roles within the branch. From her beginnings as an intern in 2003, she has spent the majority of her career learning every aspect of the BMO Nesbitt Burns offering. From operations to sales and everything in between, if you have a question – she has an answer.
Amy’s ensures that her clients are educated and that there is no grey area when it comes to their expectations.
Her certifications include the Canadian Securities Course and the Conduct & Practices Handbook Course.
Amy spends her spare time connecting with family, reading and actively volunteering to support the work of local charity initiatives including The Greater Moncton SPCA and the BMO Walk So Kids Can Talk.
Megan Stever is a natural born teacher; an attribute that benefits her clients every single day. Passionate about education, she ensures that her approach removes the mystery around financial planning.
As a Wealth Advisor, Megan works to be a true partner alongside her clients. By listening to their goals & aspirations, she is able to provide advice & information that keeps her clients on track toward what matters most to them.
Megan’s best life advice: Step outside of your comfort zone! Be willing to move forward and grow, even when it’s intimidating.
Megan’s certifications include the Canadian Securities Course, the Conduct & Practices Handbook Course, Wealth Management Essentials, CFP® and Life Insurance.
In her spare time Megan enjoys yoga, running and taking fitness classes. A home chef, Megan also spends her time creating culinary masterpieces in the kitchen.
Joseph McKenna, CIM, FCSI, PFP
Vice-President, Portfolio Manager