Meet The Team

 

Our team is dedicated to providing an exceptional client experience. We recognize that each client’s needs are unique and we work diligently and passionately to ensure that clients receive personalized services that help them meet their personal goals.

Nellie Chowbay, CIM, PFP, FCSI

Portfolio Manager & Investment Advisor

Nellie is a University  of Toronto alumni who spent 14 years teaching as well as 2 Years teaching the Finance Course at George Brown College. She has been an Investment Advisor at BMO Nesbitt Burns for over 21 years and has earned several designations throughout her career; she is also a licensed  Life Insurance Advisor and a Portfolio Manager.

Through her philanthropic endeavors, she helps various organizations provide educational programs to children locally and abroad. Learning and education has been the basis of her success,  a legacy she has passed on to  her two daughters, both of whom are practicing lawyers in Ontario.

“An investment in  knowledge pays the best interest”
Benjamin Franklin -

James Kraft, CPA, CA, FEA

Estate & Insurance Advisor | Vice President

With over 25 years of experience in the tax and estate planning community, Jim possesses a comprehensive understanding of the financial and personal complexities faced by owners of private businesses and affluent families.

He serves on several boards including the Financial Planning Standards Board (International), the Financial Planning Standards Council (Canada) and the Society of Trust and Estate Practitioners.

 

Jim is also the co-author of Comment, a newsletter published by Advocis (the Financial Advisors Association of Canada), a frequent speaker at professional seminars and author of numerous professional papers and articles.

Finch Moyo

Investment Representative

Finch rounds out our team and is an excellent complement to the group.  A native of Zimbabwe, Finch holds a degree in Economics. Outside the office he enjoys various sports and follows football and basketball.