BMO Nesbitt Burns
80 King Street
St. Catharines, ON
Investment Advisor and Portfolio Manager
Michael Coholan is a longstanding professional within the financial services industry where he began his career in 1994. Michael is a qualified Portfolio Manager, which allows him to offer discretionary investment management to his clients. He provides very specific asset and wealth management services to clients based solely on their goals, objectives and needs. His strong customer-care approach focuses on overseeing the financial affairs of individuals, families and institutional investors. As such, he takes the time and utilizes resources to work with clients on all areas of financial concern.
To ensure deep-rooted relationships, Michael works both with an internal and external team of specialists; these include Financial and Estate Planning, Tax and Insurance Planning, and Business Owner Solutions. Michael has a passion for the business and continues to establish service and investment practices that are industry leading.
When not working, Michael gets immense satisfaction from coaching rowing to High School athletes. He loves the sport and the dedication it requires. He also loves to travel, ski and play golf with family and friends. Currently, Michael is a service member of the Niagara Industrial Association and is Past President and Treasurer of the St. Catharines Advertising & Sales Association.
The importance of a well-managed, disciplined approach to wealth management, solely grounded in each family's individual goals and objectives has never been greater. In a world of very confusing financial offerings, volatility, risk, and high fees, it is Michael’s mission to help families make better decisions with their financial capital.
Michael is there to guide you.
Breanna joined BMO Nesbitt Burns beginning in 2019 after her school internship. She began working as an operations team member assisting in banking and client services, book keeping, and in other administrative duties.
In 2020, Breanna became a sales assistant, and in her new role she is able to utilize many skills she created while working in Operations, such as analyzing, prioritizing, and multitasking to better assist clients. Breanna is now currently completing her Canadian Securities Course in order to be able to offer additional aid to clients in the near future.
In Breanna’s free time she enjoys spending time with her family and friends doing a variety of activities. She loves to read by the pool and enjoy outdoor sports in the summer months, and likes to hit the slopes in the winter months.
James Waters, CFP, CIWM
Director, Wealth Planning
Analytics and analysis have always been James’ forte and he is passionate about helping people. As a result, James has been captured by the art of Financial Planning since first being exposed to it in school. Since 2008, he has made it his mission to develop his craft to be at the absolute pinnacle of the industry. At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.
James has been in the Wealth Management industry nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes.