Team Members

Jack has been in the financial services industry since 1991, joining BMO Nesbitt Burns in 2003. He uses a comprehensive wealth advisory approach to provide clients with guidance to all financial issues.

Jack holds a bachelors degree from the University of Alberta, as well as his CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Strategic Wealth Professional (CSWP) designations.

Active in the community with the Rotary Club of Red Deer, Jack has been involved with or served on the boards of several charitable organizations, including the Red Deer Symphony Orchestra.

Jack and his wife, Caroline, have four wonderful children. He is an avid skier, hockey fan and enjoys coaching his children's sports teams.

Marleen has been with BMO Financial Group for 32 years working in a variety of positions including as a Financial Services Manager at the BMO Bank of Montreal.

Marleen recently joined our team at BMO Nesbitt Burns, and will handle all of the administrative needs of our clients.

She is an active member of the community, volunteering with the annual Festival of Trees in Red Deer.

Marleen and husband Jim, have two adult children. She loves traveling, baking, and spending time with family and friends.