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 portfolio construction, client reviews, and is available for any trade inquiries.

Corbin has worked at BMO Nesbitt Burns since 2011. With a decade of prior experience in the service industry, Corbin brings a client-first approach to wealth management, emphasizing responsive and diligent service. His primary responsibilities include delivering up-to-date financial projections using the firm’s financial planning software, WealthPath, to help clients navigate their financial goals with clarity and confidence.

In addition to financial planning, Corbin plays an active role in the day-to-day operations of the team, contributing to portfolio construction, executing trades, and supporting clients through portfolio reviews and performance discussions.