Gary has over 25 years of experience in the investment industry and holds a Bachelor degree in Business Administration specializing in Finance. Gary's investment philosophy is based on a conservative approach focusing on areas of retirement planning, tax minimization, capital preservation and asset allocation within a portfolio. "I believe in long-term satisfaction with my clients. Listening to their needs and concerns are of the utmost importance in starting a relationship that will last a lifetime. I am committed in providing my clients with investment education in the form of seminars and face-to-face meetings."

Gary is married and has two children. He enjoys playing golf and running. He is also a member of the Vancouver Christian Assembly Church. Gary speaks fluent English and Cantonese.

Brenda has been in the Wealth Management industry for over 25 years. She graduated from McGill University with a Commerce degree. She holds both the FMA and the CIM designations that enables her to specialize in wealth management for high net worth individuals. "I believe an investment advisor is an one-on-one profession. It's everything to do with clients' dreams, expectations, worries and emotions. After understanding clients' financial needs, investment goals, and risk tolerance... everything will fall into place. In addition, clients' investments require professional investment plans, which include research, customized portfolios and ongoing monitoring of accounts."

My goal is very simple, you don't need to worry about your investment... That is my job!"

Brenda speaks fluently in Cantonese, Mandarin, and English.

David joined BMO Nesbitt Burns in year 2012, and with him brings 7 years of wealth management experience from a leading competitor firm. He holds a Bachelor of Arts degree with a major in Economics and a minor in Commerce from the University of British Columbia. David has also completed his Professional Financial Planning Course and Life and Accidental Insurance Agent. David speaks fluent English, Mandarin and Cantonese.

David handles the wealth management needs of high net worth clients and families, partnering with the experienced specialist teams within BMO and his professional network in such areas as insurance, estate planning, banking, tax planning and immigration consulting. Through close and frequent communication, David identifies clients’ financial objectives and customizes their investment portfolios according to their financial plans.

In his leisure, David enjoys traveling the world and scuba diving with his wife.

Andrew has been with BMO for over 10 years and joined Nesbitt Burns in 2019.  Previously, Andrew was a top performing Financial Planner with BMO working with individual clients as well as corporations, trusts, and estates in meeting their financial goals.

Andrew's role on the team consists of meeting with existing and prospective clients in a continuing effort of delivering financial peace of mind and success to their entire family.  This starts with a thorough understanding of a client's goals and preparing a financial plan specifically designed for them.

Further value is delivered by bringing to the surface potential items that may arise so that we can address them early on.  This can include taxation, philanthropy, and estate planning.

In his spare time, Andrew enjoys the outdoors and BBqing year-round with his wife.

Janet graduated from the University of British Columbia with a Bachelor of Arts degree in Economics and Psychology. She has completed the Wealth Management Essentials Course, the Professional Financial Planning Course, Canadian Securities Course and the Conduct & Practice Handbook course. She plays an integral part of the team as she interacts with clients daily. Janet conducts all account opening processes and administrative duties for clients. She provides timely and accurate information to clients regarding their accounts. Janet speaks fluently in  English, Cantonese and Mandarin.

As a Sales Assistant of the team, Natalie Ng executes client inquires and request to ensure client satisfaction. 
With over 10 years of experience in Wealth Management, Natalie graduated from University of British Columbia
in Bachelor of Commerce and holds Master of Global Business Management degree from City University of
Hong Kong. 
 
Natalie is fluent in English, Cantonese and Mandarin.

Nicole graduated from Simon Fraser University with a Bachelor of Arts, major in Economics. She completed Canadian Securities Course, Conduct and Practice Handbook course. Also, she provides helpful and responsive services to clients.  Nicole has 5 years experience with financial institution and is fluent in English, Mandarin and Cantonese.

Kathleen started her career in the financial services industry in 2018, joined BMO Nesbitt Burns in her current administrative role in 2022. She has experience in retail banking, enjoys getting to know clients and is committed to provide world class client service.

Kathleen holds a Bachelor of Commerce, and has completed her Canadian Securities Course (CSC).

On a personal note, she enjoys hiking with friends.