Craig is a Senior Investment Advisor at BMO Nesbitt Burns and has been with the firm for over 25 years. He has his Financial Planning accreditation and is a fully licensed Life Insurance agent as well.
Craig previously worked for KPMG as an articling student and accountant for over 3 years in the areas of audit and tax which is a great background for his work as an Investment Advisor. Craig works with clients to understand their investment needs and create portfolio solutions that maximize after-tax returns while preserving and enhancing capital in the most efficient manner.
Craig is married with two children (one in university and one in High School). Craig has served as a Board Member with several organizations including being President of the Victoria Golf Club for the past 3 years. Competitive golf has been a passion for Craig since childhood, and he has enjoyed a very successful Amateur Golf career representing British Columbia and Canada at many tournaments in North America and around the world. He was inducted into the BC Golf Hall of Fame in October 2023.
Chelsea has been a member of BMO since December 2018, starting as a Client Service Representative and two years later being promoted to Personal Banker. Providing exceptional client service throughout, she has received multiple rewards.
Chelsea joined BMO Nesbitt Burns December of 2022 as Administrative Assistant where she facilitates with all administrative activities and excels with keeping the team organized and efficient.
Chelsea’s hobbies are board games (has a growing collection of 60+), cooking / baking, and nature walks.