Mike R. Wilson
Senior Investment Advisor, Portfolio Manager
Mike holds a Bachelor of Commerce from the Haskayne School of Business at the University of Calgary. He is a Fellow of the Canadian Securities Institute. He focuses his energy on solutions that improve returns, lower risk, reduce fees, and allow clients and his team to sleep at night knowing long term goals will be met.
Ever since he joined Nesbitt in 2007, he has believed strongly in continuous learning and pushed himself to take on new challenges including proficiency in Investment Management, Financial Planning, Retirement Planning, Insurance, Options, & USA Resident Solutions. His holistic approach allows clients to know that all their needs will be taking care of, including working closely with the Bank of Montreal to meet Lending, Banking, Tax, and Estate Planning needs.
Mike grew up in Regina, Saskatchewan, spending much time on the family farm near Morse and in his grandparents Hobbyshop in Swift Current. He is a die-hard Calgary Flames Fan and recent convert to F1 Racing. He has two wonderful daughters, two dogs and a wife who makes a work life / home life balance possible. As a family they enjoy spending vacation time in the Invermere area of British Columbia.
Susan McDougall, CIM, FCSI
Susan is an Investment Advisor with over 30 years of investment experience. She began her career in the investment industry at RBC Dominion Securities where she worked for 6 years to expand her knowledge of the industry, and has been with BMO Nesbitt Burns for over 20 years. Susan can help clients develop solutions for current and future financial needs to help meet their financial goals. Her knowledge of investments and relationship-based care and attention to her clients has earned her a reputation as an Investment Advisor that clients can trust.
Susan holds a B.A. in Political Science. In addition to her Bachelor’s degree she holds both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. To further add to her credentials, Susan has obtained the Professional Financial Planning (PFP) designation as well. Susan is also licensed for Life, and Accident and Sickness Insurance.
Joseph is passionate about helping clients find clarity in their financial lives, giving them the confidence and control to know they are on the right path. With years of experience in both private wealth and retail banking, he guides clients in all aspects of wealth management services including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Business Financial Services. Joseph helps clients make better decisions by evaluating their current financial picture, developing and recommending enhanced solutions to guide them on the right track towards to their financial goals.
Joseph began his financial career in 2011 with BMO Bank of Montreal where he worked in various roles prior joining M.R. Wilson and Associates. He moved to Canada from China more than 15 years go and graduated with a Bachelor of Commerce Degree, majoring in Finance. He speaks fluent English and Mandarin.
In his spare time, Joseph enjoys spending time with family and friends. He and his wife also enjoy hiking, traveling and trying out different cuisines. He looks forward to travelling around the world one day with his wife.
Client Service Associate
Kristell joined BMO Nesbitt Burns in December 2019 to support the M.R. Wilson and Associates Team in all their administrative needs. She is French/English bilingual, having grown up in Paris, France. She holds a Bachelor of Arts in International Relations from York University and a certificate in Technical Writing from Mount Royal University. Previously she gained experience in the finance industry working in the Trust and Estate Department at TD Wealth and in Insurance Planning at CIBC Wood Gundy. When she is not on a cruise ship with her family, try to keep up with Kristell in her bright yellow convertible, or find her in her happy place making crafts or sewing.
Stephen McEvoy, QAFP
Stephen has a keen sense for Wealth Management and Financial Planning. He has been with BMO for 15 years most recently working as a Wealth Planning Advisor with BMO Wealth before joining M.R. Wilson & Associates. He has also worked directly with a portfolio of clients as a Financial Planner with several branches in and around Calgary over the years. Stephen’s holistic approach to Wealth Planning is well suited for the team and will enhance the client experience with another layer of expertise. He is adept at fitting a client’s financial position with their ambitions and objectives. In his own words – “You gotta love it when a plan comes together!”
Outside of work you might find Stephen canoeing or fishing with his three boys in and around Southern Alberta. He is also an avid soccer player, enjoys cooking and spending time with his kids.