Robert Stewart began his journey in 1974, shortly after graduating with honors in sociology from the University of Guelph.
In 1982, Robert embarked on a new chapter, transitioning into the world of professional money management. He joined a prominent national investment firm, laying the foundation for a distinguished career in the financial services industry.
In 1996, Robert joined BMO Nesbitt Burns delivering outstanding investment solutions to clients. His keen investment insights and dedication have earned him recognition and accolades, including the prestigious BMO Nesbitt Burns' Presidents Council award.
Robert is actively involved in his community. He is a Fellow of the Canadian Securities Institute, a personal financial planner, and a longtime member of the Rotary Club and the Oshawa Golf Club. His commitment to giving back is evident through his support for the Durham Humane Society.
Robert’s passion for sharing his knowledge extends to academia as well. He has taught wealth management at Durham College night school, inspiring future generations of financial professionals.
When not immersed in his professional or philanthropic endeavors, Robert enjoys spending quality time with his wife, Rhonda, and their two children, along with their beloved dog, Skippy. The couple often escapes to Florida for relaxing vacations.
I began my career in the banking industry 35 years ago and held different positions in lending, insurance and investments. I joined BMO Private Wealth in 2019 as a Vice-President and Market leader. In 2024 I made the decision to return to my true passion, helping individuals and businesses achieve their financial goals.
I hold a bachelor’s degree in commerce from Concordia University majoring in finance. I am securities licensed and fluent in French.
In my personal life, I volunteer in the community by offering my time to local food banks and organizations such as “Finders Keepers” a non-profit organization for abused women as well as the Crohn’s & Colitis Foundation. I am the proud father of three daughters, and I enjoy spending time with my family and friends.
George entered the investment industry in 2008, earning the Certified Financial Planning and Chartered Investment Manager designations while working as an investment advisor and portfolio manager for business owners, professionals and families.
Having worked substantially in the independent investment world, George made the decision to move to BMO Nesbitt Burns to take maximum advantage of the full range of legal, accounting, estate and insurance services available from BMO. His priority is to support his team in ensuring the highest value to clients not just through financial services but also through the enhanced investment research, analysis and professional insights available within the wealth management arena of the bank.
George makes his home with his partner on Lake Ontario in Toronto’s Bluffers Park marina. He is an avid outdoors enthusiast, enjoys golf and tennis and stays involved in volunteering efforts in the community, particularly with food security and related charity work.
Carrie is an investment representative with over 20 years of experience in the financial services industry. She joined BMO Nesbitt Burns in 2006 and specializes in Client Services. Carrie has an impeccable eye for detail, ensuring that all documentation is processed quickly and accurately. Carrie is adept at handling any and all account inquiries, including cheque requests, account transfers, and booking of appointments.
Carrie has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Representative Course (IR).
