James Naylor, CIM, PFP
Portfolio Manager, Senior Investment Advisor
James began his career in 1997 upon graduating from Western University. As a portfolio manager, James manages investment portfolios with discretion guided by his fiduciary duty to his clients. James values the high degree of trust and confidence his clients place in him; He is committed to ongoing monitoring and review of his clients’ portfolios and objectives, guiding them through the entire wealth planning process.
In his spare time, James enjoys spending time with his wife Nadia and their three children. James is currently the president of Toronto Marlboro Hockey Organization, overseeing one of the most storied franchises in minor hockey. In the summertime he enjoys golfing and spending time with family on Georgian Bay.
Client Service Associate
Charmaine joined BMO Nesbitt Burns with several years of finance experience related to investments and administrative support. Charmaine helps James in the daily planning and reviewing of client portfolios, financial plans and products, and provides administrative support to the team. Charmaine earned a Bachelor of Arts in Communication from Miriam College in the Philippines, a Certificate in Hospitality Management from Cornell University in New York, and completed her Canadian Securities Course (CSC) through the Canadian Securities Institute. Charmaine's problem-solving skills, attention to detail, and resourcefulness are key to the way she maintains strategic partner relationships and handles client service related inquiries and requests.
Charmaine recently moved to Toronto in 2021, and is excited to explore a plethora of musical performances, dining options, and cultural festivals in her new city.
Client Service Assistant
Rebecca began her career with BMO Bank of Montreal in 2015 and has experience related to Personal and Commercial banking. She is a graduate of Seneca College’s Tourism and Travel – Flight Services Program with a focus on Customer Service and Aviation. Her program helped prepare her to provide exceptional customer service with a service-driven attitude and problem solving skills. Rebecca is responsible for client related requests and inquiries, along with daily administrative support for the team.
Rebecca enjoys spending time outdoors with friends and family, traveling, and attending food and music festivals.