Jonathan is the main contact for all of your wealth management needs. As the lead advisor on the team, he conducts regularly scheduled portfolio and performance reviews. He also takes the lead in creating thorough financial and retirement projections for our clients, to create a clear picture of their financial future. Jonathan can also assist you with your family or business insurance needs. He works diligently to ensure that our team, as well as our BMO Financial Group partners are working together to ensure you receive the highest level of financial service.

Jeff works hard to ensure all our clients are getting the highest level of service possible. He is proactively reaching out to clients regularly to anticipate their concerns and communicate openly about the markets and how they impact our clients. Jeff takes the lead in handling complex estate issues, resolving them in a timely manner. He also takes a proactive role in client reviews, and is available for any trade inquiries.

Corbin is your primary point of contact. Corbin is involved in rebalancing client accounts to ensure you stay on track with your stated objectives and risk tolerances. You will find that he is very proactive in resolving client issues, and can assist with withdrawals from your investment accounts as well as equity and fixed income trades. Corbin is active in preparing and presenting financial plans and helps to develop solutions to achieve your financial goals.