Our Team

Derek partners with high-net-worth individuals and families to manage, preserve, and grow their wealth with discipline and precision. With over two decades of experience at BMO Nesbitt Burns, he brings a steady, strategic approach to navigating complex markets and evolving financial needs.

A graduate of the University of Guelph with a dual degree in Economics and Philosophy, Derek blends rigorous analytical thinking with a thoughtful understanding of client priorities. He is options licensed and holds the MPA designation, enabling him to provide fully discretionary portfolio management, delivering timely, proactive decision-making without the burden of day-to-day oversight for his clients.

Derek’s practice is built on long-term relationships, customized portfolio strategies, and a deep understanding of the broader wealth picture, including tax efficiency, risk management, and intergenerational planning. Clients value his clear communication, responsiveness, and ability to translate market complexity into focused, actionable strategies.

Outside of his professional life, Derek enjoys an active lifestyle and values time spent with his wife and two daughters.

Kathy partners with high-net-worth individuals, business owners, and professionals to provide clear, integrated guidance across all aspects of their financial lives. With more than 25 years of experience at BMO, she brings a steady, relationship-driven approach to helping clients build, preserve, and transition wealth with confidence.

Kathy holds both the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations. As a Portfolio Manager, she provides discretionary investment management, delivering proactive, timely decision-making aligned to each client’s long-term objectives.

Her expertise spans investment management, tax-efficient planning, risk management, and estate and legacy strategies. Known for her thoughtful and highly personalized approach, Kathy takes the time to understand each client’s complete financial picture, translating complex considerations into practical, coordinated strategies. Clients value her consistency, attention to detail, and ability to simplify important decisions.

Outside the office, Kathy enjoys spending time with her family, traveling, baking, and exploring her passion for Spanish music.

Nelia plays a vital role in delivering a seamless, high-touch client experience for high-net-worth individuals and families. With over 20 years at BMO Nesbitt Burns, she is a trusted resource for both the advisory team and clients, ensuring every interaction is handled with care, precision, and efficiency.

A graduate of the University of Waterloo with a bachelor’s degree in Sociology and a minor in Legal Studies, Nelia brings a thoughtful, detail-oriented approach to her work. She is known for her reliability, responsiveness, and deep understanding of client needs, helping to coordinate the day-to-day administration that supports complex wealth management relationships.

Clients value Nelia’s professionalism and her ability to anticipate needs, resolve issues quickly, and provide a consistently high level of service. Her commitment helps ensure that every aspect of the client experience runs smoothly and reflects the standards expected by sophisticated investors.

Outside of the office, Nelia enjoys spending time with her family, gardening, crafting, and taking in the outdoors, especially at the beach.

Julian supports high-net-worth and ultra-high-net-worth clients by helping deliver tailored, detail-oriented wealth management solutions. As an Investment Associate with BMO Private Wealth, he plays a key role in ensuring a seamless and responsive client experience.

He brings a well-rounded background in financial services, including experience in branch banking, where he built a strong foundation in client service, financial planning, and credit solutions. This perspective allows him to contribute to integrated strategies that reflect clients’ broader financial needs.Julian is currently pursuing his Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, reinforcing his commitment to delivering increasingly sophisticated advice.

Fluent in Spanish and French, he is passionate about supporting diverse and international clients with a thoughtful, relationship-driven approach.

Outside the office, Julian enjoys spending time with his fiancée and son, staying active in his community, and unwinding at home.