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.

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.

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.

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 enjoy entertaining family and friends on a regular basis & she especially loves time spent in her garden oasis with her dog Sunny. 

Cynthia joined Bank of Montreal in 2022.  She is dedicated to building strong client relationships and delivering an exceptional service experience. She transitioned to BMO Nesbitt Burns in 2025. Working closely with clients to support their financial needs, she ensures service is delivered with consistency and care. Known for her client-first approach, Cynthia takes pride in creating a positive and seamless client experience built on trust and reliability.

She has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and is fluent in both English and Mandarin Chinese. In her spare time, she enjoys travelling and spending time with family and friends.

Reghan Hauerbach joined BMO Nesbitt Burns as a Client Service Assistant, where she supports advisors and clients with a focus on organization, communication, and day-to-day service needs. She is a graduate of the University of Guelph and is currently working toward her CIRE designation.

Outside of the office, Reghan enjoys staying active and making the most of the outdoors. She is an avid skier and snowboarder, and also enjoys golf and soccer. Reghan is focused on continuing to grow her knowledge within the wealth management industry while providing a positive and reliable experience for clients.