Joey is committed to delivering clients with customized Retirement, Estate, and Investment Planning advice. He is passionate about creating individualized strategies that complement all unique client circumstances and sustain investor trust. Joey is also specialized in wealth planning and has an extensive experience in helping clients with Cross-Border needs and newcomers to Canada.
Joey has been in the financial industry since 2000 and began with BMO Bank of Montreal in 2004 and later joined BMO Nesbitt Burns in 2010. He graduated from University of Toronto with a Commerce Degree and has since acquired the Personal Finance Planning (PFP), Chartered Investment Manager (CIM) as well as the Certified Financial Planning (CFP) designations.
Outside of work, Joey is passionate about volunteering at the local church as he enjoys making a meaningful difference in the community and among his peers. Joey is a huge fan of sports, and particularly appreciates following the Raptors. In his free time, he enjoys playing golf and fishing.
Wilson has over 25 years in the financial industry, he worked with Canada Trust, CT Securities, TD Waterhouse and RBC Mutual Funds prior to joining BMO in 2002 as a Senior Financial Planner, where he specialized in financial and retirement planning. He is a graduate of the University of Toronto where he received a Bachelor of Arts in Economics. In addition to his degree, he has attained his Professional Financial Planner Designation.
Wilson resides in Oakville with his wife and their two sons. Away from work Wilson enjoys traveling and playing golf. He’s also a fan of both the Toronto Blue Jays and Toronto Raptors.
Chris joined BMO Nesbitt Burns in 1999 after graduating from McMaster University with an Honours Bachelor of Commerce degree. As a Senior Investment Associate, he is fully involved in all stages of the investment process. His attention to detail and problem solving skills, make him an invaluable member of the team. Chris grew up in Oakville, and he currently resides in Toronto with his wife Melanie and children Joshua and Taylor. Outside of the office Chris enjoys spending time with family and keeping active playing hockey & golf.
Kim is passionate about supporting clients through their unique situations. Her knowledge of the firm’s operations allows her to bring valuable insight and judgment to every financial case. Kim believes in continuous communication, offering a positive client service experience, and building meaningful relationships with clients and colleagues.
Kim joined BMO Nesbitt Burns in 2019 and has been a valuable addition to the JPWL Wealth Management Group since 2021. She holds a Bachelor of Art Degree in Early Childhood Education from Toronto Metropolitan University and completed a certificate course in Communicative Disorders at Durham College. Kim completed the necessary courses and became a licensed Administration Associate in 2022.
Kim was raised in Toronto and now resides in Mississauga with her husband and her two young daughters. When time permits, she takes great pleasure in baking sweets and travelling with her family.
Anny is a CFA charterholder and Certified Financial Planner professional. Joining BMO in 2014, Anny possesses extensive experience across a broad spectrum of wealth management services including retail, full-service brokerage and investment management, working with high-net-worth clients, new immigrant and business owners. Integral to her value-added approach, Anny helps every client understand and simplify their wealth complexities to make better financial decisions. Anny is fluent in Mandarin and Cantonese.
In her spare time, Anny enjoys volunteering in animal welfare. She has been a core volunteer with the registered non-for-profit dog rescue since 2019.