Meet Our Team

For over 25 years, I have specialized in wealth management for individuals, families and institutions that are serious about their financial health, now and in the future. I strive to simplify my client’s financial situations by designing a financial plan; constructing a customized investment portfolio; and reviewing risks to their financial future. Our team provides consistent service, accurate reporting as well access to a wide array of innovative tools and investment solutions. We work closely with our local team members, as well as expert resources within BMO Nesbitt Burns to provide Wealth solutions.

I hold a Personal Financial Planner and I am life insurance licenced and work closely with BMO Estate Insurance Advisory Services Inc. I also hold a degree of Bachelor of Arts and Bachelor of Education from Lakehead University.

I have been active in the community sitting on boards such as Northern Cancer Research Foundation, Thunder Bay Country Club and founding chair for the Bell Motorcycle Ride for Dad. Most recently, I am involved in activities associated with my two young children. Some activities have included South End Hockey Association, Bulldogs Hockey, as well as chaired on the Sports Committee for Amethyst Harbour's Campers Association. Most recently I have been volunteering with the Special Olympics Ski Team and Jr. Wolves Basketball.

Scott earned his Bachelor of Arts with a Specialization in Economics from Western University in 2017.  After graduating, he was one of 25 individuals selected from across Canada to join the Wealth Management Associate Program at Scotia Wealth Management, in Toronto. During this time, he was immersed in the wealth management industry; and worked with high performing wealth advisory teams in Ottawa and Toronto, specializing in financial planning. He gained a great appreciation for utilizing the total power that a bank-owned brokerage can deliver to help their clients.

 He then transitioned to a financial-technology company in Toronto, assisting in the growth and client retention division, before settling at BMO Nesbitt Burns in London, ON for more than three years. While there, Scott was mentored by a top Chairman’s team gaining invaluable knowledge on many different facets of wealth management working with high-net-worth and ultra-high-net-worth families and corporations.

He is excited to be back in his hometown and apply his knowledge and skills at the BMO Nesbitt Burns office in Thunder Bay. Scott's dedication and passion for his work stems from the strong belief that sound financial advice can have a profound impact on an individual’s life. Outside of the office you can find him leading an active lifestyle: either on the ski hill or kayaking.

Natalee is an invaluable member of the team and strives to provide excellent customer service to clients in a timely manner.

Natalee started with BMO Nesbitt Burns in 2006 as an Administrative Assistant. Since then, she has continued her education and is now a licensed Investment Associate, after successfully completing the Wealth Management Essentials Course in Dec 2022.

Outside the office, Natalee and her partner Kevin are busy parents to their son Maddax. During the summer they enjoy visiting their camp at Arrow Lake and travelling.