I am proud to be an Investment Advisor working with BMO Private Wealth – Nesbitt Burns. I have spent the previous eight years at BMO Nesbitt Burns working closely with successful individuals and their families, helping them to meet their wealth objectives while mitigating taxes and helping them understand the risks they don’t always realize they‘re taking. Prior to joining BMO Nesbitt Burns in 2017, I spent over 20 years in the investment industry most recently as Vice-President, Regional Sales at BMO Global Asset Management. In that role I was responsible for coaching and advising hundreds of investment advisors across all four Atlantic Provinces on how to better serve their clients. I graduated from Saint Mary’s University with a double major in Economics and Finance. I have a thirst for knowledge leading me to complete the Chartered Financial Analyst (CFA) designation, and I’m also a member of the local (Atlantic Canada) CFA Society. I sought out the CFA designation because it is known in the investment industry as the highest ethical standard.

I was born in Kentville, NS. I lived and breathed all sports growing up but my greatest passion was volleyball. Currently I live in Hammonds Plains, NS with my wife Jen, and daughter Cecelia. I have a dedication to construction and growth that fuels my professional life as well as my pastimes which are currently more focused around my family, landscaping and carpentry.”

Nicole is our Senior Investment Associate, having joined the team in June of 2022. Nicole is well suited to the role as a Private Wealth professional with over 10 years of experience within the financial industry. Nicole graduated from Dalhousie University in 2007 with a Bachelor of Commerce in Business Management. She started her career serving clients in personal banking before joining BMO Nesbitt Burns in 2015. Nicole has completed various industry courses and holds a financial planning designation (PFP®).

Born and raised in Halifax, NS, Nicole served clients in both Alberta and Ontario before settling in Dartmouth with her husband Corey and young daughter Olivia. Drawing on her education as well as years of financial services and wealth management experience, Nicole is a confident and knowledgeable industry professional whose focus on client service make her an excellent addition to our team.

Tim is an Investment Associate bringing over a decade of experience in High Net Worth and Ultra High Net Worth financial planning. He holds a bachelor’s degree in finance from Saint Mary’s University and has earned the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP) designations. Tim is a member of several professional organizations and has contributed to FP Canada as a public policy ambassador, CFP exam item writer, and exam marker.

In his previous role with BMO Private Wealth, Tim led the Wealth Planning Team in Nova Scotia, specializing in complex financial plans for High Net Worth clients. He is excited to bring his comprehensive, collaborative approach to help our clients enhance and efficiently transfer their wealth. Tim aims to empower clients with confidence, ensuring their financial goals are met and their wishes fulfilled.

Outside of work, Tim enjoys traveling and exploring fine food and wine with his wife, Tanya. An outdoor enthusiast, he is always planning his next adventure.