As a Certified Investment Manager, Gillian has been helping clients with their investment decisions since 1993. She began her career as a financial advisor in the United Kingdom and moved to Canada 1991.
As a busy mother of 3 adult children who play competitive sports, she has always worn many hats and understands those who do the same. This allows her to bring important skills to the world of investing for her clients. She likes to spend her spare time enjoying the outdoors hiking, is an avid runner and raises money for various charities as well as practices yoga.
Gillian believes successful investing requires conservative investment strategies, and a diversified portfolio using the appropriate asset mix to best meet your objectives, as well as clearly understanding the risks associated with each particular investment.
As a well-rounded Investment Advisor, Gillian offers her clients timely investment advice, tax efficient solutions, personalized portfolio reviews, as well as a genuine, loyal and professional relationship.
Her style is to offer you a strong partner to advise and guide you in your investment decisions over the long term.
Jackie builds trusting relationships with our clients and removes the confusion around investment language. She is responsible for client administration and managing the client’s daily requirements.
Jackie graduated from the University of Victoria with a Bachelor or Arts, major in economics and minor in business. Jackie has been working at Nesbitt since 2016 and became a registered investment representative in 2020.
Out of the office, Jackie enjoys traveling, spending time with family and friends and enjoying the outdoors.