Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant.  Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.

Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters.  She is a passionate advocate and supporter of the Ronald McDonald House. 

David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.

Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.

When Jennifer first meets with clients, she takes the time to uncover their specific goals and concerns. Common concerns are retirement planning, estate planning and business succession planning. Once Jennifer has gathered as much quantitative and qualitative information as she can, she draws from her own knowledge and experience as well as the knowledge and  experience of the specialized planners at BMO Wealth Management, to provide tailored wealth planning solutions to meet each client’s specific needs. Maximizing wealth is one of the many benefits of having a plan prepared. However, the reduced stress and anxiety surrounding money matters reported by clients after going through this process, is what Jennifer finds most satisfying about her role.

Jennifer has 20 years of experience working in the financial services industry, with a focus on financial planning for high net worth professionals and business owners. Before joining BMO Wealth Management she worked as a financial planner at a medium sized financial services firm. She is an advocate of financial literacy; she was a part time professor at the Lawrence Kinlin School of Business at Fanshawe College and volunteered as a mentor in the Goodwill Financial Literacy Program.