Senior Investment Advisor
Education: Chartered Professional Accountant 1981-2021, Degree in Business Administration; Manitoba Institute of Technology , University of Winnipeg
Experience: Over 40 years in the financial services industry. Joined BMO Nesbitt Burns in 1995.
Professional Designations: Certified Investment Manager, Portfolio Manager
Education: B.A. Economics; Carleton University
Experience: Over 25 years in the financial services industry. Joined BMO Nesbitt Burns in 1996.
Associate Portfolio Manager
Professional Designations: Chartered Investment Manager (CIM)
Education: B.A.Honours Economics; Queen’s University
Experience: Over 5+ years of experience in financial services industry. Dave joined BMO Nesbitt Burns in 2020.
Professional Designations: Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME)
Education: Degree of Business Administration, Laurentian University
Experience: Kaitlin joined BMO Nesbitt Burns in 2017. Kaitlin coordinates all administrative matters concerning the operation of client accounts.
Experience: Sharla joined BMO Nesbitt Burns in 2016 with over 10 years of experience providing client service and administrative support for a busy real estate team in Brockville. Sharla has a background in Business Administration and has continued with her professional development while at BMO Nesbitt Burns. Sharla focuses on client service and assisting with various tasks making for the best possible client experience.