Jan Canning

Senior Portfolio Manager & Senior Wealth Advisor

Jan is a Wealth Advisor and Portfolio Manager with BMO Nesbitt Burns.

With over 25 years of experience in the investment business Jan has the knowledge and expertise to guide her clients through the Financial Planning and Portfolio Management process. She helps make personal and financial goals a reality. 

Jan graduated from UBC with a Bachelor's Degree and has completed the Investment and Portfolio Management course, the Professional Financial Planning course and the Wealth Advisory course.

Jan grew up in Vancouver and enjoys spending time in the mountains and on the ocean. She is an avid cyclist and was a fishing guide in her past life. 

Adam Canning

Senior Investment Associate & Associate Portfolio Manager

Adam joined BMO Nesbitt Burns in 2011. He grew up in North Vancouver and obtained his Bachelor of Business Administration degree from Capilano University.

He is a Senior Investment Associate who holds the Chartered Investment Manager (CIM®) designation.

Currently he is responsible for the financial planning, investment and wealth management needs of our clientele.

In his spare time Adam enjoys exploring the surrounding mountains, sport fishing and spending time at his cabin on the Sunshine Coast.

Cindy Tam

Senior Associate

Cindy, a Registered Representative with many years of experience in the financial services industry, joined BMO Nesbitt Burns in April 2012. She has a broad knowledge of the industry and provides our clients with all of their day-to-day service and administrative needs. 

Cindy graduated from Simon Fraser University with a Bachelor of Science, majoring in Mathematics & Computing Science. She is currently working towards her associate designation.

In her spare time, she enjoys practicing yoga and spending time with her family.
 

Jane Thomson

Client Service Associate

Jane joined BMO Nesbitt Burns in January 2023, with two years of experience working in the financial services industry.

Jane graduated from Queen’s University with an Honours Bachelor of Arts, majoring in Political Science and Economics. She is currently working towards completing all of her industry courses.

Currently, Jane is responsible for the day to day service of our clients and their administrative needs.

In her spare time, Jane enjoys spending time with her family and friends, exploring beautiful BC, and reading a good book.

Additional Wealth Partners

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Sue Noorloos

Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

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Ian Brown

Senior Wealth Planning Consultant, BMO Private Wealth

As a member of the BMO High Net Worth Wealth Planning team, Ian brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.