Craig Doell

Chris is a Portfolio Manager and Investment Advisor dedicated to guiding multi-generational families and professionals through the complexities of wealth management. Known for his ability to simplify the investment landscape, Chris uses clear, tailored communication to educate and empower his clients, ensuring they feel confident about their financial picture.

By listening deeply and understanding what truly matters, Chris and his team craft holistic, personalized wealth plans that reflect each client's unique goals. His focus on long-term planning and strategic education helps clients stay confident and optimistic - even during volatile market conditions. 

Chris began his wealth management career in 2007 with CIBC Wood Gundy, gaining invaluable experience in client service and investment management. In 2015, he joined BMO Nesbitt Burns as an Investment Associate, where he honed his expertise in building enduring client relationships and strategic portfolio design. He advanced to Investment Advisor in 2022 and achieved the Portfolio Manager designation in 2024, supported by his Chartered Investment Manager (CIM) accreditation. 

Born and raised in Nanaimo, Chris now lives in Victoria with his wife and three children. Family is at the heart of his life - whether it's cheering at sporting events or sharing outdoor adventures. An avid outdoorsman, Chris enjoys hiking, camping, fishing, weightlifting, and running. At home, he unwinds with a good book, plays guitar, and tends to the family's beehives alongside his wife. 

Craig is a Senior Investment Advisor and Financial Planner at BMO Nesbitt Burns, bringing over 25 years of experience in helping clients achieve their financial goals. He completed the Professional Financial Planning Course and is a fully licensed Life Insurance Advisor, offering comprehensive wealth management solutions tailored to each client's individual needs. 

Before joining BMO Nesbitt Burns, Craig worked with KPMG as an articling student and accountant, specializing in tax and audit. This strong foundation in accounting and taxation gives Craig a distinct advantage in designing investment strategies that maximize after-tax returns while preserving and growing capital efficiently. 

Craig takes a collaborative approach, working closely with his clients to understand their objectives and create customized portfolio solutions that align with their long-term vision.

Craig is married and a proud father of two - one currently in university and the other finishing high school. He is deeply involved in the Victoria community, having served on several boards including his most recent role as President of the Victoria Golf Club. 

Golf has been Craig's lifelong passion. His competitive spirit has led to a distinguished amateur golf career, representing British Columbia and Canada in tournaments across North America and around the world. In recognition of his achievements, Craig was inducted into the BC Golf Hall of Fame in 2023. 

Liam began his financial services career in 2018 with an internship at BMO Nesbitt Burns. He spent the last five years at BMO Bank of Montreal, most recently as a Financial Planner covering the Westshore Branch. In that role, Liam worked closely with individuals, families, and businesses to design personalized retirement and investment strategies, while managing a diverse portfolio of clients.

Now back with BMO Nesbitt Burns, Liam partners with Craig to deliver an elevated wealth management experience - one that combines disciplined planning, tailored advice, and a commitment to building lasting relationships. His approach focuses on what matters most to clients and creating long-term multi-generational strategies that align with their goals and values. 

Liam holds an Honours Bachelor of Arts degree with High Distinction from the University of Toronto, where he studied economics, history, and political science. He completed the Canadian Securities Course in 2021 and earned the Certificate in Advanced Financial Advice from the Canadian Securities Institute. 

Born and raised in Victoria, Liam is an avid golfer and enjoys exploring all that our beautiful island has to offer. 

Chelsea has been a part of BMO Financial Group since 2018, beginning her career as a Customer Service Representative before being promoted to Personal Banker two years later. Her commitment to delivering exceptional client experiences earned her multiple awards and recognition along the way. 

In December 2022, Chelsea joined BMO Nesbitt Burns as an Administrative Assistant, where she plays a key role in ensuring the team runs smoothly and efficiently. From managing day-to-day operations to supporting client service initiatives, Chelsea's organizational skills and attention to detail help create a seamless experience for both clients and the team. 

Chelsea's interests include board games - she's building an impressive collection of over 90 titles - as well as cooking, baking, and enjoying walks in nature. Her passion for creativity and connection shines through in everything she does.