John is a Senior Portfolio Manager with BMO Nesbitt Burns in Ottawa. John has 40 years industry experience, of which 35 years is with BMO Nesbitt Burns. John has many industry related designations, including a Discretionary Portfolio Manager license. John works with institutional and high net worth clients.
Andrew is a Portfolio Manager at BMO Nesbitt Burns in Ottawa with a tenure of 17 years, of which eight years have been with Nesbitt Burns. He holds the prestigious Chartered Investment Management designation and offers his esteemed clients discretionary portfolio management services. He provides his clients with tailor investment strategies.
Kathy is a Senior Investment Associate and has worked with John Berryman for 35 years. A graduate of Carleton University with a Bachelor of Commerce (Honours) degree, Kathy has achieved the designation of Certified Investment Manager. Fully bilingual, Kathy prides herself in providing superior client service.
Richard is an Investment Associate and has worked at BMO for 9 years. He has also worked as an accountant for an additional 7 years. He holds a Bachelor of Commerce (Honours) degree with a specialization in Accounting from The University of Ottawa and is fully bilingual. His clients are his top priority, and he has a proven track record of putting their needs first.
Linda is a Senior Investment Associate with more than 35 years industry experience. Linda has worked with John for the last 30 years at BMO Nesbitt Burns. She has obtained many industry designations and has a wealth of experience in providing superior client service in both official languages.
Natalia joined our team in August 2022 as an Administrative Assistant and has been with BMO for 5 years. She holds a Bachelor of Commerce degree with a specialization in Management from The University of Ottawa. With 10 years of customer service experience and 5 years of industry experience, she is dedicated to providing her clients with exceptional service.