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.
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.
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.
Client Service Assistant
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.