Our Team

Mark joined Nesbitt Thomson, the predecessor firm of BMO Nesbitt Burns in 1994. He resides in the Oakridge area with his wife Kirsten and their 3 children, Matthew, Joshua and Aiden. He is a graduate of the Western University.

Mark is a CERTIFIED FINANCIAL PLANNER® practitioner, an accredited Senior Wealth Advisor of BMO Nesbitt Burns and a Life Insurance Advisor with BMO Financial Services Inc.

Mark believes in giving back to the community and has been dedicated to youth sports in London - coaching hockey for almost 20 years.  He has also been involved with several charitable organizations in London.

Bill joined Burns Fry, another BMO Nesbitt Burns predecessor firm, in 1995. Bill and his wife, Julie, have 2 children - Nicole and Stephen.

He is a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. and has completed the Professional Financial Planning Course. He has completed the Wealth Management Techniques course offered through the Canadian Securities Institute, which has led to the Financial Management Advisor (FMA) designation. Bill is an accredited Senior Wealth Advisor of BMO Nesbitt Burns.

Bill is a enjoys hockey, tennis and golf.  He is founding member of Accrued Interest - a classic rock band that has performed at various local venues to raise funds and awareness for local charities.

Stephen joined the investment industry after graduating from Western University in 2011. Prior to joining BMO Nesbitt Burns in 2014, Stephen developed his investment and client servicing skills while working with a leading investment management firm in Toronto and Montreal.

Stephen is a recipient of the Canadian Investment Management (CIM) designation and has a passion for delivering an extraordinary client experience. Stephen has refined our processes and co-ordinates all facets of our wealth advisory system to help ensure clients maintain perspective as they work to achieve their long-term goals.

Stephen and his wife Apollonia have two daughters. He is a first-degree black belt an avid tennis player and is developing his passion for trap and skeet shooting. Stephen also enjoys playing golf, hockey and the drums in his spare time.

Michelle joined the investment industry in 2000 and worked for a member firm for the past 23 years prior to joining BMO Nesbitt Burns in June 2023. Michelle feels it’s important in Wealth Management, to take a holistic view and see the bigger picture when helping clients meet their financial goals. Wealth Management is more than just the numbers, it’s about making clients feel heard, problem solving and providing financial solutions for today and the future.

Michelle has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and the Wealth Management Essentials (WME). She is a Registered Representative and remains dedicated to continuing her financial education in the future.

Michelle and her husband, Jim, have four children and two dogs. In her spare time, she enjoys travelling, entertaining, and spending time in her garden.

Falon joined BMO Nesbitt Burns in November 2021 from another firm where she gained experience in executing various operational tasks, including account maintenance, transfer reconciliation and document preparation. Falon enjoys working closely with clients to better understand what matters most and takes pride in providing an unparalleled level of service. When not in the office, she enjoys staying active by attending yoga classes and playing golf.

Freddy Joined BMO Nesbitt Burns in 2023. Freddy and his wife, Karen, came to Canada in September 2019 from Venezuela.

Freddy is a licensed investment representative who has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH).  He joined us from another brokerage firm where he gained experience and built skills in the investment industry for over 3 years, including, but not limited to, client relationship management, investment products, account maintenance, and cash transfers. Freddy is committed to providing a legendary client experience.  Freddy is fluent in both English and Spanish. 

When Freddy is not in the office, he likes to spend time with his family.