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 a Private Wealth professional with over 15 years of experience within the financial industry. Nicole graduated from Dalhousie University in 2007 with a Bachelor of Commerce in Business Management and started her career serving clients in personal banking before joining BMO Nesbitt Burns in 2015. Nicole has completed various industry courses including the Canadian Securities Course, Wealth Management Essentials , Branch Managers course and holds a financial planning designation (PFP®).

In her role as a Investment Advisor she advises clients on investment planning, financial and retirement planning, estate planning as well as tax minimization strategies.

Brayden is a Client Service Associate early in his career, focused on building a strong foundation in wealth management. He graduated from Saint Mary’s University in 2024 with a Bachelor of Science in Physics and began his career in the financial industry working in the branch environment where he supported clients with their everyday banking needs. Brayden joined BMO Nesbitt Burns in 2025, where he now supports the team with client service and operational responsibilities. He brings a strong analytical background and a detail-oriented approach that contributes to the team’s overall efficiency.

Mathew is a Client Service Assistant who joined in January 2026 and is passionate about building a long-term career in wealth management. Mathew earned his undergraduate degree in Business Management and Organizational Studies with a specialization in Finance from Western University in 2024 and later completed his Master of Business Administration at Saint Mary’s University in 2025. Mathew is committed to delivering high-quality client service for supporting the team’s overall effectiveness.