David has been in the financial services industry since 1999 when he joined BMO Nesbitt Burns as an Associate Investment Advisor. In that time he has been successful at preserving wealth and developing strong, risk controlled portfolio strategies. David’s dedication and commitment to excellence has enabled him to develop and maintain very loyal client relationships.
David is registered as a Portfolio Manager, which allows him to manage client investments on a discretionary basis. In addition, David is also Insurance licensed and a Fellow of the Canadian Securities Institute. All of these designations and licenses give him the knowledge and experience that helps him deliver full service portfolio management and financial plans to our clients.
David was born and raised in Windsor and has strong ties to the community. In his downtime, he enjoys the outdoors, reading and spending time with his family.
Listen to the Windsor Nesbitt Team live !
David Boyd has been a daily contributor to CBC Radio for the last 24 years. Need a quick market update? Listen to him Monday, Wednesday, and Friday mornings on 97.5 FM from 8:25 to 8:30 am.
Tyler joined The Boyd Wealth Management Group in 2018 shortly after graduating from the University of Windsor’s Odette School of Business with a MBA and a concentration in Finance.
Tyler completes all of the Estate, Retirement, Education and Transition plans for our clients. He helps to identify their goals, assess their situation and creates a tailored plan with solutions that works to achieve their dreams. Tyler works closely with David and meets with clients for scheduled reviews and he is available to discuss any portfolio related inquiries that clients may have.
Amy joined The Boyd Wealth Management Group in 2005 after graduating from the University of Windsor and she holds an Honours Bachelor of Commerce degree with a Concentration in Finance. Amy leads the team’s operations and administrative matters, handles all trading and is instrumental in keeping things running smoothly in the office on a daily basis. Amy’s wealth of knowledge and attention to detail make her a valuable asset to the team.
Sanja Papic began her career with the Bank of Montreal, working as a Customer Service Representative. Her extensive knowledge of the banking system is put to use almost every day. In 2014, Sanja joined The Boyd Wealth Management Group and acts as our Operations Specialist. She handles all administrative matters and client requests. Sanja is also the liaison between our clients and the team, coordinating all meetings to ensure that we continue to provide our clients with the highest standards of service.
After successfully completing two co-op terms with Nesbitt Burns, Stephen joined The Boyd Wealth Management Group in September of 2023. Currently pursuing an Honours Bachelor of Commerce Degree with a Concentration in Finance at the University of Windsor, Stephen brings a strong foundation in financial markets and strategies to his role. Stephen assists Amy and Sanja with administrative work and works closely with David and Tyler monitoring our managed portfolio models and targets, contributing to the overall success and efficiency of the team.