Eric Strassburger, BA (Econ), PFP
Senior Wealth Advisor
For the past 20 years Eric has provided Investment, Retirement and Estate Planning advice to a select group of clients in Southwestern Ontario. He works with clients and their lawyers and accountants to ensure their Retirement Plans are in order, as well as their Estate Plans for wealth transfer.
He volunteers his time and expertise with The House of Friendship and KidsAblity. In the past he has served on Boards with The Kitchener and Waterloo Community Foundation, Big Brother Big Sisters of Waterloo Region and St. Peter’s Lutheran Church in Kitchener.
Eric is a graduate of Wilfrid Laurier University with a B.A. in Economics.
When he's not at work or volunteering in the community, he spends time with his wife and 2 sons. They enjoy sports, music and the outdoors.
Kaitlin Donelle, FMA
Senior Client Service Associate
Kaitlin began her career in the Financial Services industry over 15 years ago and joined BMO Nesbitt Burns in 2013. She has her diploma in Financial Planning and has earned her Financial Management designation (FMA).
She keeps the operational side of the business running smoothly and is responsible for day-to-day administration ensuring clients receive outstanding service. Kaitlin can help you with any questions regarding account activity, tax inquiries, estate matters, financial management and documentation.
Kaitlin is married, has 2 daughters & a big lap dog, Prada, who is a Doberman Pinscher.