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 fluent Cantonese, Mandarin, and English.

David joined BMO Nesbitt Burns in 2012, and with him bringing seven 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 ten 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 BBQ-ing year-round with his wife.

Kenny Fung started his career in banking in 2005 and was one of the top financial planners at BMO. He joined BMO Nesbitt Burns in 2022. With 20 years of financial experiences, Kenny uses his knowledge and professionalism to help affluent families achieving their financial goals and providing them a peace of mind. Graduated from Simon Fraser University , Kenny holds a Bachelor of Arts degree, majoring in Economics. He also holds the Certified Financial Planner Designation. As an investment associate, Kenny will tailor-made portfolios based on clients’ financial needs. Kenny specializes in investment planning, retirement planning, estate planning and trust planning.

Kenny is fluent in English, Mandarin and Cantonese.

Kenny and her wife, Yiman have 2 adorable children. The family enjoys travelling, snowboarding, and biking.

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 in maintaining high-level of customer services and provides solutions to team members in administrative-related inquires.  Janet works closely with all investment advisors to implement the team’s investment strategies in client's portfolios. 

Janet is fluent in English, Cantonese and Mandarin.

At her leisure, Janet enjoys camping and travelling with her husband and 3 kids. 

Natalie Ng graduated from University of British Columbia with a Bachelor of Commerce degree. With over ten years of experience in Wealth Management industry, Natalie efficiently handles clients' inquiries and requests and is committed to provide exceptional customers' services . Natalie helps with daily monitoring and execution of clients' portfolios.

Natalie is fluent in English, Cantonese and Mandarin.

At her leisure, Natalie enjoys hiking and reading novels with her daughter.  

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 institutions and is fluent in English, Mandarin and Cantonese.

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

Kathleen holds a Bachelor of Commerce degree, and has completed her Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH).

At her leisure, Kathleen enjoys hiking with friends.