Vice President And Market Leader Senior Investment Advisor And Senior Portfolio Manager
Chris is a Vice President, Senior Investment Advisor and Senior Portfolio Manager as well as the Market Leader of the Toronto Bay St. Branch. In his capacity as an investment advisor, he and his team provide wealth management expertise to a select number of families, foundations and corporations. His wealth management practice helps clients through a broad range of services that include: Financial planning, estate planning, investment management, portfolio construction and tracking, and private banking.
As Market Leader for the Toronto Bay St. branch of BMO Wealth, Chris, and his management team have direct oversight and responsibility for a team of investment professionals, private bankers and trust officers.
His formal education includes a Bachelor of Applied Science in Mechanical Engineering from Queen's University and holds the Certified Investment Manager (CIM) designation through the Canadian Securities Institute. Chris is also a graduate of the Securities Industry Institute from the Wharton School of Business. In addition to his role within The Davies Group and as Market Leader for the Toronto Bay St. branch, Chris is also a member of the investment committee for BMO Nesbitt Burns. His investment credentials include licensing as an investment advisor in Canada, as a registered representative in the US and as an insurance agent in Canada. He began his career in the financial services industry with one of BMO Wealth’s predecessor firms, Burns Fry, in 1993.
Chris is a devoted husband and father of four children. In his spare time Chris enjoys skiing in the winter, watersports in the summer and spending his free time in the quiet of his workshop.
Brent Piels, CIM
Associate Investment Advisor
As an Associate Investment Advisor with The Davies Group of BMO Nesbitt Burns, Brent brings over seven years of experience in the Financial Services and Investment Industry working with families and individuals to organize their financial affairs and create accountability for their wealth management objectives.
Brent holds the Chartered Investment Manager (CIM) and FPSC Level 1 designations; he is currently working towards earning the CERTIFIED FINANCIAL PLANNER® professional designation.
Brent enjoys spending time with his wife and daughters, and friends. His love for making music and the outdoors helps Brent maintain a balanced lifestyle.
Tara, began her career with Nesbitt Burns in 1998 and is an expert in all aspects of administration in the financial advice business. Tara brings a positive attitude and commitment to exceptional client service which makes her a joy for clients to deal with. Tara is fully securities licensed and carries both a Bachelor of Arts degree from the University of Western Ontario and a Professional Financial Planning designation.
In her spare time Tara loves to travel and enjoys individual sports such as cycling and skiing.