Meet the Team

Ken is a licensed Investment Advisor with over 20 years of experience in the financial services industry. He works closely with clients to develop and implement tailored investment strategies, provides clear and timely recommendations, and serves as a trusted resource for questions related to portfolio holdings and market conditions.

Known for his thoughtful approach and deep commitment to client success, Ken brings both technical expertise and genuine passion to his work. He has a strong interest in investment behaviour and the role decision‑making plays in achieving long‑term financial outcomes, which helps him guide clients with clarity and confidence through changing market environments.

Outside of the office, Ken enjoys spending quality time with his spouse, Megan, and their two children. He is an avid golfer, an enthusiastic traveler, and appreciates discovering great food whenever the opportunity arises.

David Williams is a dedicated investment professional with over a decade of experience in the financial services industry.

David joined BMO Private Wealth after working at one of Canada’s leading alternative asset managers as a Product Specialist helping investment advisors navigate the alternative investment landscape. Prior to his career in finance, David played professional hockey both in North America and Europe for six seasons.  He has a strong research background and understanding of the needs of affluent investors and a passion for helping people achieve their goals.

In his personal time, he coaches minor hockey and loves to stay competitive on the tennis court. He and his wife Alexandra enjoy summer weekends on the lake in beautiful northern Ontario.

Melanie is a Client Service Associate and Investment Representative with over ten years of experience in the financial services industry. She plays a key role in the day‑to‑day administration and processing of client accounts, ensuring a seamless and responsive service experience. Known for her attention to detail and client‑centric approach, Melanie helps support the delivery of efficient, high‑quality wealth management solutions.

Outside of the office, Melanie enjoys spending time with her spouse and their two children. She is active and adventurous, with interests that include soccer, hiking, and travelling.