Debbie Orcheski, CIM, CFP
Portfolio Manager & Senior Wealth Advisor
Debbie joined BMO Nesbitt Burns in 1997. She is the founder of the Orcheski Wealth Advisory Group, serving as the team’s chief strategist and thought leader.
Ensuring clients are receiving customized solutions for their unique needs is Debbie’s top priority. Debbie is also passionate about continuous learning and improvement. This has resulted in her earning the CERTIFIED FINANCIAL PLANNER® designation and the Chartered Investment Manager (CIM®) designation, allowing her to provide discretionary portfolio management services.
CIM® Advisors undergo a rigorous selection process and are held to a high standard of due diligence. By providing active management of your investment portfolio, Debbie is able to take advantage of current market opportunities and limit potential risk by immediately implementing sound asset allocation strategies.
In addition to Debbie’s CIM® and CFP® designations, she is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., giving her a deeper understanding of the tax, investment and business implications of insurance strategies.
Born in Camrose, and together with her husband, Debbie has raised three daughters on a small local farm. She strongly believes that these life experiences have been instrumental in forming strong relationships with her clients due to similarities in values and backgrounds.