Senior Wealth Advisor
Jordan is responsible for the team's Equity Strategy and prides himself on seeking out the best investment strategies to meet the ongoing income & growth needs of our clients. He has over 20 years' experience in the industry and joined BMO Nesbitt Burns in 2005. Jordan has obtained numerous designations including the PFP (Personal Financial Planner), FMA (Financial Management Advisor), FCSI (Fellow of the Canadian Securities Institute) and CIWM (Certified International Wealth Manager). Jordan has taken specialized training to achieve the Wealth Advisor Title. He is your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions.
Jordan is married to his wife Shannon and they have 2 children Carter and Madison. In his spare time Jordan has a passion for automobiles, cooking, gardening and travelling the world.
Dave is responsible for the team's Fixed Income Strategy and has a very disciplined investment approach to provide downside protection. He has over 30 years' experience in the industry and joined BMO Nesbitt Burns in 2009. Dave is registered to conduct options trading. Dave is a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. He is your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions.
Dave is married to his wife Kerri and they have 2 children Kaiden and Allie. In his spare time Dave enjoys watching his kids' activities, golf and spending time with their dogs Tucker and Paisley.
Senior Investment Associate
Crista supports the overall team strategy regarding portfolio construction and leads due diligence, along with research & analysis of both Fixed Income and Equity. She has over 20 years’ experience in the industry. Crista is your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions.
Crista is married to her husband Lee and they have 2 children in University, Aubrey and Jaelyn. She enjoys watching her daughters' sports and loves to spend time at their cottage in Prince Edward Island.
Senior Investment Associate & Financial Planner
Shawn meets with you to answer all of your financial questions, big or small. How do I get income in retirement? Do I have enough? How do I transfer my wealth to the next generation efficiently? Do I pay off debt or invest? How do I minimize my overall taxes? Shawn is very passionate about her role as your Financial Planner as she takes the time to educate you, provides clear next steps and holds you accountable to meet your goals. She has over 20 years' experience within BMO Financial Group and joined BMO Nesbitt Burns in 2016. Shawn has obtained her CFP (Certified Financial Planner),CFDS (Chartered Financial Divorce Specialist), PFP (Personal Financial Planner), and CSA (Certified Senior Advisor) designations. She is also your contact to connect you with our BMO Experts for your financial needs including Insurance, Executor Services, Mortgages & Line of Credits and Business & Personal Banking.
Shawn has a daughter Teagan. When Shawn is not busy navigating those fun teenage years, she enjoys travelling and spending time with family, friends and their dog Luna at the lake.
Niki has authority over the account opening documentation, monitors the onboarding of your investments and account maintenance documentation. She has over 15 years’ experience providing administrative support. Niki prides herself on being timely and providing great customer service.
Niki is married to her husband Bryan and they have 2 young sons Stefanos and Dimitri. Niki enjoys travelling, however at this stage of her life much of her time is spent chasing after her boys. She also enjoys family bike rides and spending time with her big greek family.
Abby is your contact for your day to day administration tasks or questions including tax documentation, statements, gateway, and status inquiries. She has over 12 years’ experience providing administrative support. Abby loves interacting with clients and always makes herself available to provide solid support.
Abby is married to her husband Darryl and they have 2 sons Blake and Aidan. She spends her free time travelling for her sons' many sports and has a passion for interior design and home renovation projects.