Jason drives our investment process as lead Portfolio Manager and is responsible for client service and building long-term client relationships. He is a Chartered Professional Accountant (CA, CPA), Chartered Investment Manager (CIM®), and holds both a Bachelor of Commerce degree from the University of Alberta and a Master of Professional Accounting degree from the University of Saskatchewan. Before joining BMO, he served as Corporate Controller and Vice President for a publicly listed oil and gas producer and a Calgary-based private oilfield service company.
 
Jason is a licensed Portfolio Manager in Canada, which certifies his extensive industry credentials and considerable assets under management.
 
Jason and his wife Lori have three young children and are active in their Calgary community. 

Devin brings over ten years of experience guiding clients through the Canadian and international capital markets. He believes in the importance of a global perspective and diversification and constructs diversified portfolios through detailed analysis to ensure our clients achieve their goals. Devin is responsible for our team’s investment research and building client relationships.
 
As a Portfolio Manager, Devin demonstrates extensive investment industry credentials and the highest commitment to act in the best interest of clients. He holds the Chartered Financial Analyst (CFA®) designation, the most highly respected accreditation in the industry, and a Bachelor of Commerce in Finance from the University of Calgary. In addition, Devin attended the London School of Economics Summer Business School in 2010 to study International Business.
 
Prior to joining BMO Nesbitt Burns in 2015, Devin was an investment banker at FirstEnergy Capital advising corporate and institutional clients on a wide range of transactions and also worked directly with the legendary T. Boone Pickens as an Investment Analyst at BP Capital, an energy-focused hedge fund and private equity firm in Dallas, Texas.
 
Devin resides in Calgary with his wife and daughter and is an active member of Alberta’s western performance horse community, competing in team cattle penning across western Canada including at the Calgary Stampede and Canadian National Championships.

Ross drives our team’s financial planning process and is responsible for investment research and building client relationships. He is a Chartered Financial Analyst (CFA®) Charter holder with over ten years of experience in corporate finance, business development, personal/corporate banking, and wealth management.
 
Ross graduated summa cum laude with a Bachelor of Science and Business Administration in Finance from Bowling Green State University, where he was a member of the Honors Student Association and Financial Management Society. Prior to joining BMO Nesbitt Burns, Ross was a Senior Credit Analyst with BMO’s Corporate Finance Division, assisting large automotive groups with acquisition financing. Ross began his career at Bridgestone Tire Corporation in Nashville, TN as a corporate Financial Analyst.
 
Ross has lived in Calgary with his wife Emily since 2015. He likes to unwind by hiking, skiing and playing pick-up basketball and soccer.

Karen joined our team in 2014 and has been in the investment industry since 1993 with over 20 years at BMO Nesbitt Burns. Karen oversees account operations, client documentation, and our regulatory and compliance functions. Her depth of knowledge of the securities industry, extreme competency, and self-imposed desire to exceed expectations keep the team focused on adding value and creating an exceptional client experience.
 
Karen has completed the Canadian Securities Course and the Professional Financial Planners Course with the Canadian Securities Institute. She holds an Honours Bachelor of Music from the University of Alberta and a Bachelor of Church Music in Voice from the Prairie Bible Institute. Karen resides in Cochrane with her husband and enjoys singing and travelling.

Kelsey is the newest member of our team having joined in October 2021. She joined BMO Nesbitt Burns in August 2019 as an Operations Administrator, becoming well versed in all back office functions of the wealth management industry. Prior to BMO, Kelsey spent over 3 years at Blake, Cassels & Graydon LLP as an assistant and receptionist. 

Kelsey has a degree from SAIT in Tourism and Travel Services as well as a Diploma from CDI in Business Administration and Digital Marketing Management. Kelsey is a born and raised Calgarian and enjoys exploring the mountains and small towns in and around Alberta as well as spending time with her cat Jinx.