Mark has been in the financial services industry since 2006 and has an extensive background in wealth management, banking and fixed income trading.
As a Portfolio Manager, Mark is responsible for understanding all of his clients’ financial goals and constructing portfolios to help them meet those goals. Mark works closely with each client to build an Investment Policy Statement that takes into account their individual investment objectives and risk parameters. Mark believes that managing risk is as important as managing returns. He is passionate about ensuring clients are well-educated when it comes to wealth management, and he believes the more a client understands the process, the more informed decisions they can make.
Mark has a Master of Business Administration from Queen’s University and a Bachelor of Business Administration degree in Finance, from Brock University. He has earned the right to use the Chartered Financial Analyst Designation and has completed a number of other industry courses.
Mark decided to join BMO Nesbitt Burns because of the entrepreneurial environment, the support from BMO Bank of Montreal and the Bank’s partners, and the investment platform.
When Mark isn’t busy managing portfolios, he spends his summers golfing with his son and winters are spent driving him to hockey. Mark also enjoys reading, watching sports, staying active and spending time with family and friends.
Nancy has been in the Wealth Management field since 2012.
She understands and respects that her clients have worked very hard for their money. She works with them to help organize their finances and build their wealth. To accomplish this, emphasis is placed on the importance of financial planning, managing risk and reducing taxes.
The best relationships are built on a solid foundation of trust, integrity and good communication. These same qualities are offered on a professional level to all of Nancy's clients.
Nancy has successfully completed the Life License Qualification Program (LLQP), Canadian Securities Course (CSC) & Investment Management Techniques (IMT) Course and many other industry courses. She has successfully achieved the designation of Chartered Investment Manager (CIM®).
In her spare time, she enjoys spending time with her family & her dogs. She is passionate about yoga, gardening and spending time outdoors.
Sara joined our team and BMO Nesbitt Burns in 2023. She graduated from KLC College with a diploma in medical administration with honors. She was a medical administrator at KGH and QHC for 18 years and decided to leave healthcare and start a new career at BMO Nesbitt Burns.
Sara is available to help with the administration of your accounts. She ensures that all account documentation on file is current and accurate and responds to issues and questions regarding client accounts.
In her downtime, she enjoys spending time with her family and her two dogs, especially her grandson, who keeps her busy.
Sara looks forward to working with our clients and continuing her professional development within the investment industry.