Our Team

Ben is a Portfolio Manager and Discretionary Wealth Advisor with BMO Nesbitt Burns. He has been providing wealth management solutions for select families, individuals and corporations since Feb 1998. He earned his BA in economics from Queen's University in Kingston, Ontario and is a Fellow of the Canadian Securities Institute. Additionally, Ben is the first BMO Nesbitt Burns advisor to have completed the Family Enterprise Advisors program at the Sauder School of Business and has passed the Chartered Financial Advisor (CFA) Level 1.

Ben believes in a proactive management style. He enjoys working collaboratively with clients and other discipline experts empowering clients to make integrated and informed decisions.

Ben and his wife Pam have three children, one daughter and two sons. He was born in London, England, was raised in Vancouver and attended St. George's School. Ben enjoys playing rugby, now "touch", windsurfing/wingfoiling and tennis. He is also an avid reader and is an enthusiastic supporter of his kids’ soccer, volleyball and rugby.

Adam is a wealth management professional with more than 20 years of experience advising affluent families, professionals, business owners, and retirees. He works closely with clients to deliver integrated wealth management solutions, helping them navigate complex financial decisions with confidence and clarity.

Adam brings deep expertise across investment management, financial planning, tax-efficient strategies, estate and wealth transfer planning, insurance solutions, and private banking. His broad experience and professional designations enable him to take a holistic approach, ensuring all aspects of a client’s financial life are aligned and working together to support their long-term goals.

Known for his thoughtful, client-first approach, Adam is committed to building long-term relationships based on trust, transparency, and personalized advice.

Adam and his family hail from Nova Scotia and now reside on the North Shore of Vancouver. Outside of work, Adam enjoys staying active by playing tennis, golf, and going for hikes.

Cheri is a Senior Business Associate with Evergreen Wealth Partners and has over 20 years of experience within the financial industry.  She brings a high level of care and attention to detail to her work, and enjoys helping clients reach their financial goals.  Cheri works closely with Ben with portfolio management and trading.  Please contact her with your research or investment management questions.

Cheri is a graduate of Simon Fraser University (SFU) where she attained a Bachelor of Business Administration degree in Accounting.  She has completed many Professional Development courses including the Options licensing course and holds the Chartered Investment Manager (CIM®) designation.

Cheri is married with one son. Outside of work, she enjoys spending time with her family and friends, playing tennis, yoga, kickboxing and biking

Nancy is the Senior Client Service Associate with Evergreen Wealth Partners.  Starting at the retail level with BMO Bank of Montreal as a Senior Customer Service Representative, she brings with her over ten years of experience in the financial industry.  Nancy continues to build and maintain strong client relationships by overseeing client requests, administrative tasks, as well as trade execution.

Nancy is a graduate of Simon Fraser University with a Bachelor of Science degree.  She is currently looking to expand her financial knowledge by completing the Wealth Management Essentials (WME) course.  Her goal is to provide clients a general guidance to their overall financial goals.

During her free time, Nancy enjoys spending time with her family and friends, doing yoga, and trying out different restaurants and cuisines.

Nicole is a Client Service Associate with Evergreen Wealth Partners. She brings with her over five years of experience in the financial industry. Nicole focuses on maintaining client relationships, onboarding, and various day-to-day tasks to ensure the highest level of client satisfaction.

Nicole graduated from the University of British Columbia with a Bachelor of Arts in Psychology. Continuing education and pursuing professional growth is very important to Nicole and has recently completed her Wealth Management Essentials (WME) course.

In her free time, you can find Nicole dragon boating in False Creek, skiing up Whistler or at a concert at one of the many venues downtown. Nicole prides herself in giving back to the community and is currently a volunteer with the Big Sisters’ Study Buddy program providing one-to-one mentoring for a child.

Jessica is a Client Service Associate with Evergreen Wealth Partners, bringing over nine years of experience in the financial planning industry. Having worked in Australia and Vietnam, she offers a global perspective and a strong commitment to client care. She supports clients with cash requests, account openings and updates, and technology related inquiries to ensure smooth and timely service.

Jessica holds a Bachelor of Business in Economics & Finance (Honors) from RMIT University in Melbourne, Australia. She has recently completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) with Canadian Securities Institute, and is known for her attention to detail, proactive approach, and dedication to professional growth.

Outside of work, Jessica is a coffee enthusiast and volunteers as a tutor at the Homework Club at Mount Pleasant Neighborhood House, supporting youth in their academic journey.