Josh Horley, CFP, CIM
A seasoned investment advisor with a holistic approach to wealth building, Josh has earned both the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM) designations. Working in close consultation with his team, Josh creates comprehensive, custom-tailored, financial plans for each client.
Fluid and flexible, these plans – which align the disciplines of investment management, tax planning, estate planning and insurance planning – are designed to reflect both the markets and your ever-changing life and that of your family and dependants.
Josh was born and raised in Sarnia before moving to St. Catharines to study Business at Brock University. He enjoys coaching and playing hockey as well as playing golf throughout the summer.
Associate Investment Advisor, Financial Planner
Enzo has been servicing clients in the financial services industry for over 35 years. He is a graduate of the University of Waterloo with a Bachelor of Mathematics. Enzo is an Investment Advisor and Financial Planner as well as a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. He has also completed the PFP (Professional Financial Planning) course. His greatest satisfaction comes from his clients’ financial success and the long-term relationship he develops with each one.
Enzo believes strongly in giving back and has had a long history of volunteer work. Among other activities, he was involved with Big Brothers Big Sisters, FACS, Mainstream, NOTL Minor Hockey and the NOTL Tennis Club. Enzo was born and raised in Sault Ste. Marie and currently lives in NOTL with his wife Maggie. He enjoys playing all kinds of sports including curling, tennis, badminton and pickleball as well as playing golf throughout the summer.
Breanna joined BMO Nesbitt Burns beginning in 2019 after her school internship. She began working as an operations team member assisting in banking and client services, book keeping, and in other administrative duties.
In 2020, Breanna became a sales assistant, and in her new role she is able to utilize many skills she created while working in Operations, such as analyzing, prioritizing, and multitasking to better assist clients. Breanna is now currently completing her Canadian Securities Course in order to be able to offer additional aid to clients in the near future.
In Breanna’s free time she enjoys spending time with her family and friends doing a variety of activities. She loves to read by the pool and enjoy outdoor sports in the summer months, and likes to hit the slopes in the winter months.