My career in the investment business has spanned over 40 years. In 1991 I moved to BMO Nesbitt Burns to take advantage of their highly ranked research department. Throughout my career I have attempted to employ the latest techniques to cut through the noise and assist clients in reaching their financial goals. I have completed the Professional Financial Planning Course offered by the Canadian Securities Institute, hold the Chartered Investment Manager designation and a Level II Insurance License. I earned a Bachelor of Arts Degree (Economics) from Queen's University. Over the years, as the business has grown, I have sought out other like-minded professionals to expand our team and ensure clients get informed, consistent advice.
Ottawa has been my home for my entire life. Away from work I enjoy volunteering my time to some committees, spending time with my wife and two adult children, downhill skiing, golf, and fishing.
My career began in 2005 where I worked as a Registered Representative at the trade desk for MD Management. I joined BMO Nesbitt Burns as an Investment Advisor in February 2008. At that time I was fortunate to have Matt Kenny as my mentor, and in 2009 we formed a partnership. I have completed the Certified Financial Planning Education Program, the Level II Insurance License program and have achieved the designation of Chartered Investment Manager CIM.
I have been on the Investment Committee at the Royal Ottawa Foundation for Mental Health for many years and am very active in the fundraising community. When I am not working, I am spending time with my two boys (Rocco & Ozzie) and my beautiful wife Renee. I enjoy golfing, skiing and being outdoors.
Joshua is a thoughtful Investment Advisor who strongly believes in the value of providing holistic financial planning and wealth advisory services. Joshua brings over 16 years of financial services experience beginning his career at the young age of 19. He holds the Certified Financial Planner (CFP®) designation conferred by FP Canada, completed the prestigious and internationally recognized Trust and Estates Practitioner (TEP) designation with STEP Canada and possesses a deep understanding of the operations and tax implications of trusts and the use of trusts for tax planning and family protection. Prior to joining BMO Private Wealth in March 2022, he specialized in retirement transition planning and integrating investments strategies as a Financial Planner, Investment and Retirement Planner in Ottawa for more than 11 years. Joshua is also in the final of stages of completing the Chartered Investment Manager (CIM) designation.
Joshua has spent more than 6 years as a mentor for Big Brothers Big Sisters of Canada. A very socially conscious individual, he has also volunteered as a mentor with the Immigrant Women Mentoring Network (IWMN), helping women from countries around the world to integrate into Canadian society and enter the financial industry. In his personal time, he is a fitness advocate who maintains an active lifestyle with various modes of training and sports that include sailing, hiking, running, cycling, snowboarding, and golfing. He and his wife reside in Ottawa and have two young daughters.
Emmanuelle has worked in the banking industry with BMO Bank of Montreal for over 11 years. In 2018 Emma moved to BMO Nesbitt Burns to join the team in the role of Sales Assistant. She has an undergraduate degree in Financial Mathematics with a Minor in Economics. With her education and banking experience she brings a well-rounded wealth of knowledge to our clients. Her analytical and problem solving skills make her an asset to our team.
In her spare time Emmanuelle enjoys spending time with her family and is a dodgeball enthusiast.
Aimee has worked in the banking industry since 2008. Prior to joining Nesbitt in 2018 as a Client Service Associate, she worked for BMO Bank of Montreal where she was regularly a top performer. Aimee received an undergraduate degree in Psychology from University of Ottawa.
In her spare time, Aimee enjoys spending time with her husband Thomas, young son Thomas Bradley and pug Toby. In addition, she enjoys going to see musical theatre, listening to country music, traveling, and spending time enjoying the outdoors.