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 24 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.