Senior Wealth Advisor
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 and is an accredited Senior Wealth Advisor of BMO Nesbitt Burns. He is a Life Insurance Advisor with BMO Financial Services Inc. and is also an Registered Representative with the Financial Industry Regulatory Authority© (FINRA) allowing him to provide investment solutions to Canadians resident in the United States.
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.
Senior Investment Advisor, Senior Wealth Advisor
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 in Montreal.
Stephen's passion for delivering an extraordinary client experience drives him. Stephen has refined our processes and helps to ensure clients maintain perspective as they work to achiever their long-term goals.
Stephen is a first-degree black belt, an avid golfer and tennis player and is currently developing his passion for trap and skeet shooting.