Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Meet Our Team

Christopher M. Clark, PfMP®, PFP®, LLQP

Managing Director & Portfolio Manager

Tel: 416-359-4154

Email: Chris.Clark@nbpcd.com
Connect with me on LinkedIn
 

With over 24 years at BMO Nesbitt Burns, Chris offers a wealth of experience and knowledge to clients and colleagues alike. Chris leads a driven team of investment specialists, offering a common sense, businesslike approach to wealth management for institutions, affluent families and professionals that demand a full and comprehensive experience.  
 
Chris started his career in 1996 after graduating from University of Western Ontario, where he progressed to a variety of different roles within BMO and now leads one of the largest BMO Nesbitt Burns branches in Canada.
 
Chris has a diverse range of financial credentials, education and professional designations. He is a Portfolio Manager – a title held by only a small minority of Canadian Advisors – and in his senior role, is able to access a network of thought leaders and resources to meet the needs and high standards of his discerning clients.
 
Chris and his wife have two children that are very active in athletics. They enjoy spending time together at their family’s cottage in Algonquin.
 

Victor Yeates, CIM®, PFP®

Portfolio Manager

Tel: 416-359-6135
Email: Victor.Yeates@nbpcd.com
Connect with me on LinkedIn
 

Victor joined BMO Nesbitt Burns in 1999 through a high school co-op program developed with his guidance counsellor and business teacher.  Victor continued working each summer and on school breaks while completing his Bachelors in Economics at the University of Western Ontario.    In doing so, he gained a vast amount of industry knowledge by immersing himself within an established investment team.
 
After graduating from UWO, Victor quickly pursued qualifications in the industry and earned the Professional Financial Planning designation (PFP®), Certified Investment Management (CIM®) and most recently the Portfolio Manager’s designation.   These skills along with his adaptable personality have lead Victor to become an invaluable and extremely dedicated team member.
 
Victor is a proud father of twins (boy and girl) who enjoy making him laugh and keeping him on his toes.  He has a very active lifestyle that includes weight lifting, spending time with family and friends and in quieter moments reading a wide variety of authors (from Daniel Kahneman to Peter Bernstein to Dr. Seuss).
 

Taren Carroll

Investment Representative

Tel: 416-359-5530
Email: Taren.Carroll@nbpcd.com
 

Taren has been with BMO Nesbitt Burns since 2004 after working in the financial services industry since 1999.   A graduate of Ryerson University, Taren holds a Bachelor of Fine Arts degree in Radio and Television.  As a Licensed Representative, she provides invaluable assistance in navigating administrative issues and is a key component to the success and productivity of the group.  Her attention to detail ensures the seamless operation of day-to-day activities and she is dedicated to offering clients prompt and diligent service.
 
Taren is an avid world traveller having been to 5 of 7 continents. She has a passion for scuba diving and underwater photography spending many vacations exploring some of the world’s best reefs.  When not diving, she enjoys an African adventure, cruising or exploring a big city.
 
Taren has a love of animals and has raised three Labrador Retrievers for the Canadian Guide Dogs for the Blind.  She currently has small a dog named Ludwig adopted from a rescue out of the United States. 
 

Harrison Potter

Associate Investment Advisor

Tel: 416-359-6408
Email: Harrison.Potter@NBPCD.com

Harrison began his career full-time with BMO Private Wealth in 2018 shortly after graduating University, joining the Apprentice Program with the United Branch where he gained valuable experience. Due to his success in the Apprentice Program, Harrison accepted an invitation to join the DIA Program with the CMC Wealth Group. He focuses on growing the practice with a holistic wealth management approach, continuous development, hard work and creating strong relationships with clients.
 
Prior to joining BMO Nesbitt Burns full-time, Harrison completed a B.COMM degree from the University of Guelph. While attending University, Harrison worked as an intern in the BMO Student Internship Program for 3 years gathering experience in various areas of the bank and wealth management
 
During his time outside of the office, Harrison maintains an active lifestyle including weight lifting/fitness and spending time with friends & family. He also enjoys traveling, experiencing new restaurants in Toronto and is a passionate sports fan.