About Us

Jeff Shatkosky, BA, CIM, FCSI, PFP

Senior Wealth Advisor

Jeff has been an investment advisor with BMO Nesbitt Burns since 1992. He prides himself on being able to offer full service solutions to his clients, which can be attributed to his strong partnership with all lines of business within BMO. These partnerships include: Personal/Retail, Commercial, and Private Banking and BMO Insurance. Jeff is a graduate of Western University in London and Wilfred Laurier University in Waterloo. He has earned designations as a Certified Investment Manager, Personal Financial Planner, and Insurance Advisor.

Jeff and his wife Barb have two incredible children. In his free time Jeff enjoys spending time at the cottage or on the ice playing hockey.

Leif Erickson

Investment Advisor

Leif has been working with business owners and their families for the better part of a decade. Prior to joining BMO Nesbitt Burns, Leif was apart of our Commercial Banking and Global Asset Management division in both Vancouver & Toronto. His many years of experience has him well equipped to offer affluent individuals and their families customized wealth management & tax planning services. A graduate of Wilfrid Laurier University, Leif actively serves on the board of directors for both the National Service Dogs Charity and Big Brothers Big Sisters of Waterloo region. Leif can often be found around town playing golf or walking his chocolate lab, Cello.

Amanda Smith-Frasson, BA

Client Service Associate

Amanda is an Investment Representative and is currently working on obtaining her Certified Financial Planning designation.  She is responsible for the administration of accounts and assists the team with managing the day-to-day operations to ensure our clients receive outstanding service.  Before joining our team, Amanda completed her Bachelor of Arts degree at Wilfrid Laurier University then moving on to work with TD Bank where she provided comprehensive advice to clients with personal banking and credit analysis.  Amanda’s financial and customer service experience allows her to provide quality, accurate, and timely support for the Jeff Shatkosky Wealth Advisory Group. In her spare time, Amanda enjoys going for runs and hikes with her husband and two dogs.

Our Partners

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Tea Pupica

Senior Wealth Planning Consultant, BMO Private Wealth

Tea is a member of BMO high wealth planning team and works with our in-house Tax and Estate professionals to develop effective wealth management plans.

Prior to joining BMO Private Wealth in 2022, Tea spent close to 15 years in public practice, many of which were in senior tax roles in national accounting firms. As a result of this experience, Tea brings extensive knowledge in personal, corporate and trust areas of taxation. She has also executed innumerable corporate reorganizations, purchase and sale transactions, business exit strategies and compliance filings. Tea’s other experience also includes lecturing undergraduate courses at Wilfrid Laurier University and donating her time to various organizations and Boards of Directors, including Lisaard and Innisfree House and Waterloo United Soccer Club.

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Bhanu Kendall

Private Banker

Being a Private Banker I have the opportunity to work closely with a variety of professionals, business owners and executives to help them achieve their unique wealth goals. I pride myself in taking time to understand what is important to each of my clients to provide sound financial advice and customize solutions to fit their individualized needs. Not only do my clients have a dedicated Private Banker, but a team of professionals supporting them on their wealth path whether it is Investment Management, Comprehensive Financial Planning or Trust & Estate Planning. I draw on over 10 years of banking experience and expertise to provide a seamless client service experience.   

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Stuart Clark, M.Tax, TEP

Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

We believe that our clients have chosen us because of our beliefs and values. One of the highest honors a person can give another is to allow them to manage their money. Our view is that we have to bring value added to the relationship. Our investment style and process keeps us in touch with our clients on a regular basis, while providing exceptional long term service.