Meet The Team

As Senior Portfolio Manager, Senior Investment Advisor and Senior Wealth Advisor with BMO Private Wealth | BMO Nesbitt Burns, Chris is responsible for researching, constructing, and managing investment portfolios for entrepreneurial families, professionals, institutions, and foundations. His client-first approach, disciplined investment philosophy, and commitment to building lasting relationships have been the foundation of his success throughout his career.

Chris joined BMO Nesbitt Burns in 2009 after successful tenures as Vice President of Sales with Clarington Funds and TD Asset Management. He graduated in 1999 with a Business Administration Diploma (Marketing) from Red River Community College and holds the Chartered Investment Manager (CIM®) and Discretionary Portfolio Manager designations. In 2021, Chris was named a Fellow of the Canadian Securities Institute (FCSI®), the highest credential awarded by CSI.

Chris works closely with clients of STS Private Wealth Group, helping them navigate complex financial decisions while remaining focused on their long-term goals. His approach combines thoughtful investment management with comprehensive wealth planning, helping clients navigate life's opportunities and complexities with clarity and confidence.

Outside of work, Chris enjoys spending time with his wife Christine and their children, Hunter and Isla. Whether at the family cabin near Minaki, Ontario, casting a line on the water, enjoying the outdoors, or simply spending quality time together, family remains at the centre of everything he does. Chris also enjoys playing guitar and enjoying the occasional round on the golf course.

Throughout his career as a private asset manager, Dan has worked with high-net-worth clients who require a detailed, professional approach to wealth management. Dan is responsible for managing client portfolios and developing unique investment strategies that help preserve family wealth.

Dan completed his Bachelor of Arts degree in Economics in 1993 and began his career in private wealth as an Associate Investment Advisor in 1995. He joined the Winnipeg office of BMO Nesbitt Burns as an Investment Advisor in October of 2011 and successfully grew his practice until joining STS Private Wealth Group in 2015. He obtained his designation as a Chartered Investment Manager (CIM®) in 2013, allowing for discretionary portfolio management of accounts for retail and institutional clients, and his Fellow of the Canadian Securities Institute (FCSI®) in 2018.

Based in Winnipeg, Dan and his wife, Lisa, like to spend time outside. He is also a proud Uncle who enjoys taking in the sports and school activities of niece Rhyan, and nephews Josh and Zac.

Over the course of Jack's career one investment principle has always held true—own good quality businesses! As one of Winnipeg’s leading Senior Investment Advisor and Senior Wealth Advisors, Jack's goal is to ensure clients know what they own, why they own it, and offer investment strategies to help grow their portfolios. By delivering excellent customer service and advice, Jack has had the opportunity to provide private wealth management services to many prominent families in Winnipeg, and beyond—some encompassing 2nd and 3rd generations.

Jack began his career as a private investment manager in 1973, working in various roles across Western Canada before joining BMO Nesbitt Burns Winnipeg in 1993.

When Jack is not spending his time researching investment opportunities or capital management (which is hardly ever), you will find him cracking jokes around the office. Jack resides in Winnipeg and is a proud father of three boys.

As a Certified Financial Planning (CFP®), Michael works with our clients developing personalized wealth plans and strategies to help our clients clarify and meet their goals. Through an in-depth discovery, analysis and implementation process Michael tries to uncover what is most important to our clients and how we can help them achieve those goals.

Michael began his career in the financial services industry as a Customer Service Representative with BMO Bank of Montreal after completing his B.A with the University of Winnipeg in 2009. In 2011 he transitioned into a new role with BMO Nesbitt Burns and became an Investment Representative in 2012. In 2013 Michael joined STS Private Wealth Group and became an Associate Investment Advisor in 2014. In 2018, he obtained his CFP® designation through FP Canada and in 2025 he obtained his CIM® designation. Today, Michael is a Senior Wealth Associate and Financial Planner.

When not helping our clients reach their goals, you can find Michael relaxing with his wife Kristen, daughter Bradlee whom they welcomed in 2020, and their dog Lennox. As soon as the weather starts to warm up they all try to spend as much time as possible enjoying the family cottage near Kenora Ontario or firing up the backyard grill to host a BBQ for family and Friends.

Bethany believes that successful wealth management is about more than investments and numbers. It is about understanding each client's life, goals, values, and aspirations, then building a plan that reflects what matters most to them.

With more than 15 years of experience in the financial services industry, Bethany is passionate about helping clients navigate important financial decisions with confidence. Her personalized approach, open communication, and commitment to understanding each client's unique circumstances help clients feel informed, supported, and empowered throughout their financial journey.

After relocating from the Okanagan to Brandon in 2011, Bethany began her career with CIBC, serving clients in a variety of roles, including working with high-net-worth households and in leadership positions. In 2018, she transitioned into private wealth management, gaining valuable experience with RBC Dominion Securities and Edward Jones before joining BMO Nesbitt Burns in 2023. She is proud to be a member of STS Private Wealth Group, where she works alongside clients and their families to help them achieve their financial goals.

Outside of work, Bethany enjoys staying active at the gym and spending quality time with her family. She and her partner, Colton, have four active boys who keep them busy year-round with sports and activities. Whether they are at the rink, cheering from the sidelines, spending time with their three dogs, or planning their next family adventure, family is always at the centre of their lives.

Nicole believes that effective financial advice extends beyond banking and credit solutions. It begins with understanding each client's unique circumstances and creating strategies that support their broader financial goals.

As a Private Banker dedicated to STS Private Wealth Group clients, Nicole works closely with individuals, families, and business owners to help align their banking, borrowing, and cash management needs with their overall wealth plan. Her client-first approach, combined with a commitment to personalized service, helps ensure clients receive advice that is both strategic and tailored to their specific objectives.

Since joining BMO in 2016, Nicole has built a diverse career spanning financial services, business development, treasury management, and relationship management. Most recently, she served as a Portfolio Manager within Treasury & Payment Solutions, where she specialized in cash management strategies and complex banking solutions. Her broad experience allows her to bring valuable insight and a well-rounded perspective to the needs of high-net-worth families, professionals, and business owners.

Outside of work, Nicole enjoys spending time with her daughters, Charlotte and Lyla, and their miniature dachshund, Rosie. Whether she is out for a run, on the golf course, or exploring a new destination, she values opportunities to stay active, make memories with her family, and experience new adventures.

Kathryn began her career in finance at Rice Financial in Winnipeg before moving to Ottawa in 2000 to join BMO Nesbitt Burns. Throughout her career, she has held a variety of senior roles, including Branch Compliance Officer and Branch Operations Manager, working closely with clients and supporting investment advisors. Fully licensed and highly experienced, Kathryn brings a deep understanding of wealth management operations, client service, and trading administration.

Returning to Winnipeg in 2025, Kathryn joined STS Private Wealth Group as a Senior Client Service Associate, bringing more than two decades of industry experience and a client-first approach to every relationship. She plays an integral role in delivering the exceptional service our clients have come to expect and helping to ensure every interaction is handled with accuracy, efficiency, and care. Her extensive industry knowledge, attention to detail, and commitment to client service make her a valued member of our team.

Outside the office, Kathryn is passionate about the arts, especially live music, and enjoys travelling the world to see her favourite bands perform.

Kim Blair is an integral member of the STS Private Wealth Group team at BMO Nesbitt Burns. With more than three decades of experience in the financial services industry, she plays a key role in delivering a seamless client experience. Kim oversees a wide range of administrative and operational responsibilities, including account onboarding, transaction processing, and client service support, helping ensure our clients receive timely, efficient, and personalized service.

Kim began her career in the investment industry in 1991, working with several financial planning firms before joining BMO Nesbitt Burns in 2008. Her extensive industry knowledge, attention to detail, and commitment to client service make her a valuable resource for both clients and team members alike.

Outside the office, Kim enjoys spending time with her husband, Pete, daughters Taylor and Kennedi, and their pets, Marvin, Jerzey, and Frank. During the summer months, she can often be found outdoors enjoying walks, cycling, and relaxing at the beach.

Matthew plays an important role in supporting the day-to-day operations of STS Private Wealth Group, helping ensure clients receive timely, attentive, and seamless service. His responsibilities include online client support, account administration, and coordinating service requests, allowing the team to deliver a consistent and high-quality client experience.

Matthew began his career in the financial services industry in 2025 and is committed to expanding his knowledge and expertise through ongoing professional development. He has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and is currently pursuing his Wealth Management Essentials (WME) designation.

Known for his positive attitude, strong attention to detail, and willingness to help wherever needed, Matthew is dedicated to supporting both clients and colleagues while contributing to the continued success of the team.

Outside of the office, Matthew enjoys cooking, baking, officiating basketball, playing tennis, and travelling. He especially values spending time with his wife, Jane, and their Golden Retriever, Aussie, whether exploring the outdoors or relaxing at home.