Meet The Team

I began my career as an investment advisor in 1987 and joined the Oshawa office of BMO Nesbitt Burns in 2006. Coming to Nesbitt Burns from my predecessor firm was a decision made for many reasons but most importantly for the research offering.

At BMO Nesbitt Burns I believe my clients will benefit not only from access to Canada's industry leading research but also from some of the country's leading economists as well as experts in tax, insurance, and estate planning.

I enjoy working with my clients and strive to build long lasting relationships based on trust, integrity, sound advice, and service excellence.

My goal is to bring my clients financial success and peace of mind, so that they can focus on their families, careers, hobbies or on enjoying retirement to the fullest.

Education:

• Bachelor of Arts, Admin.& Commercial Studies, University of Western Ontario, London, Canada

• Canadian Securities Course

• Canadian Options Course

• Professional Financial Planning Course

• CERTIFIED FINANCIAL PLANNER® 

• Chartered Investment Manager (CIM)

• Fellow Of the Canadian Securities Institute (FCSI)

• Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc

 

Languages Spoken:

English, Greek

Carrie is an investment representative with over 20 years of experience in the financial services industry. She joined BMO Nesbitt Burns in 2006 and specializes in Client Services. Carrie has an impeccable eye for detail, ensuring that all documentation is processed quickly and accurately. Carrie is adept at handling any and all account inquiries, including cheque requests, account transfers, and booking of appointments.

Carrie has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Representative Course (IR).