Meet Our Team

Troy has enjoyed working in the investment industry since graduating in 1993. Troy has extensive experience in private client and institutional banking, as well as, venture capital and merchant banking activities. As a Portfolio Manager, he offers clients the simplicity and convenience of discretionary portfolio management.

Troy has held positions including CEO, Executive VP, President, Director, and Founder of TSX and TSX Venture listed companies. Born and raised in Cornwall, he is an active sportsman through the different seasons. Troy is proud of his ongoing support with local charities and events that enhance our community.

Languages:  English, French

Francois has worked as an Investment Advisor at BMO Nesbitt Burns since 1999. Prior to that, he worked in public and private accounting for 10 years. He holds the following designations: Professional Financial Planning, Financial Management Advisor and Fellow of the Canadian Securities Institute. Frank believes in a holistic approach to investment planning to better serve the needs of his clients.

Specialties:
Investment Management / Asset Allocation Management
Financial Planning
Tax Efficiency Planning
Retirement Planning
Estate Planning

Languages:  English, French

Martin has 25 years of expertise in the financial industry. He joined BMO Nesbitt Burns in 2002 as Investment Advisor. Prior to that, he worked as a Financial Planner in a major Canadian bank.

He holds the following designation: CFP registered trademark (Certified Financial Planner), CIM registered trademark (MD) (Chartered Investment Manager).

Integrity, honesty, professionalism and trust represent his core values, integral to a positive and successful client relationship.

My BMO Nesbitt Burns office is located at:
280 Main Street East, Hawkesbury, ON  K6A 2R4

Languages:  English, French

John is a graduate of the University of Ottawa’s Telfer School of Management with a Bachelor of Commerce, Specialization in Finance. 

During his time in university, John worked as a summer student at BMO Private Wealth. While working alongside many advisors in the Cornwall office, he gained an interest in helping others manage their investments and plan for retirement. He quickly realized he would like to pursue a career in this industry.

Upon graduating university, John worked on a Wealth Management team responsible for managing high net worth clients at a local financial services firm. In the Fall of 2019, John joined BMO Private Wealth where he continues to provide investment and retirement planning advice to his growing client base. 

He has also achieved his Chartered Investment Manager (CIM) designation, which he uses to offer his clients specialized investment advice. 

In his spare time, John enjoys traveling, hockey, golf and spending time with friends and family.

Cindy has worked at BMO Nesbitt Burns for over 20 years.  Prior to that, she worked in the banking industry for five years.

Clients can reach out to Cindy in regards to any changes to account information or other administrative needs. She also provides trading support including order entry of fixed income, equities, mutual funds and confirmation of trades/settlements.

Cindy is a graduate from Carleton University with a B.A. Honours in Economics. Born and raised in Cornwall, she enjoys golf, skiing, curling, and spending time with family.

Dan focuses on client trading support including order entry of fixed income, equities, mutual funds and confirmation of trades/settlements. In addition, he administers client accounts regarding client inquiries and account status and assists with marketing initiatives. Prior to joining Nesbitt Burns, Dan worked in the Forest Products industry holding various manufacturing and marketing management positions.

Dan is a graduate of the University of New Brunswick’s engineering faculty and has been a member of the Cornwall community for more than 30 years.  He enjoys golf, curling, and spending time with family.

Ashley has worked in the capacity of Administrative Associate for BMO Nesbitt Burns for over 3 years. Prior to that she worked in the banking industry for 3.5 years in Cornwall and the surrounding areas. 
 
Clients can reach out to Ashley regarding any changes to account information or other administrative needs. She also provides trading support including order entry of fixed income, equities, mutual funds, and confirmation of trades/settlements.

Born and raised in Cornwall Ashley enjoys reading, four-wheeling, and spending time with family.

Languages:  English, French