Investment Advisors

 

The Craik Team

 

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Andrew Craik, BBA, PFP

Andrew Craik loves working with all kinds of people and has been building strong advisory relationships since 1991. He builds comfort and trust, gets to know people’s personal and business lives very thoroughly, and enjoys many referrals from clients who’ve had positive experiences. Andrew has a thorough understanding of strategic investing and a wealth of hands-on experience in this ever-evolving industry. He aims to be your go-to for all kinds of financial advice – if you are buying a house, vacation property or car, getting a loan, or considering other decisions, his door is open. Before joining our predecessor firm, Nesbitt Thompson, in 1992, Andrew previously worked with another bank from the big 5. He graduated with a Bachelor of Business Administration from the University of New Brunswick and maintains strong ties to the city and the province. Andrew holds the Personal Financial Planning (PFP®) designation from the Canadian Securities Institute. For almost 20 years, Andrew has volunteered for Team Canada Healing Hands since its inception in 2003, which provides rehabilitation education, training and care in needy areas of the world. He has been their Treasurer and has served on missions to Haiti. Andrew stays active as an avid runner who also enjoys cross country and downhill skiing, playing hockey with his sons Simon and Benjamin, and cycling. He lends an extra set of hands for his son’s football and hockey teams and is a long time supporter of the Fredericton Playhouse. Andrew resides with his wife Deborah and their two boys in the Mactaquac woods overlooking the Saint John River. The family loves boating, swimming off the dock, and travelling.

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Howey Nason Wealth Advisory

 

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Peter Nason

Peter was raised in Fredericton, New Brunswick. After earning a degree in Economics from Bishop’s University, he commenced his financial services career in 1998 at Societe Generale Alternative Investment in Dublin, Ireland. After returning to Canada in 2000, Peter has worked as a financial planner for Royal Bank and Bank of Montreal and holds a Personal Financial Planner designation. Peter joined BMO Nesbitt Burns in 2015 and has established a prominent investment practice in the greater Fredericton region and well beyond. Through his time at Nesbitt Burns, he has developed multiple financial strategies that aid his clients with their diverse financial needs and goals.

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Ian Howey

Ian joined BMO Nesbitt Burns in 2010 and is driven by a desire to help people meet their life goals and objectives. Ian brings to his clients a diverse background in the financial services industry which he commenced as a summer intern in 1989. He began working with BMO Bank of Montreal in 1997 and took a departure from his established background to pursue an active and fulfilling career in the Arts for seven years, returning to the financial sector in 2008. Ian possesses a drive for excellence in his pursuits and is anchored by a conviction to serve the needs of the people around him. Ian is from Grey County, Ontario and resides in Fredericton with his wife Susan, son Jonathan and daughter Kate. As a family, they enjoy the outdoors, volunteering, and time on the century owned family farm.

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Michel Fournier

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Michel Fournier

Michel joined BMO Nesbitt Burns and the Long team in 2001. A graduate of the University of New Brunswick with a Bachelor of Science in Computer Science, Michel has also completed the CSI Canadian Securities (CSC) and Wealth Management Essentials (WME) courses. Michel enjoys advising clients and educating them to become comfortable with the financial assets they need to achieve their investment goals. Michel has two adult children, Hannah, grade 1 teacher at Park Street School and Sam who is in the final stage of completing Forestry school. In his spare time, you can find Michel on the tennis courts (year round) or cycling on some of New Brunswick`s wonderful trails.

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Private Bankers

 

Daniel Guimond

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

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Investment Counsel

 

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Roberto Di Donato

With more than 20 years of experience in the industry, Roberto provides industry-leading wealth management and investment counsel to affluent families, corporate executives, professionals, small business owners and institutional clients in Canada. He takes wealth management further by customizing and simplifying their wealth through providing professional investment management expertise and advice. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives –the ultimate benchmark of success. Roberto Joined BMO Private Wealth in 2006 and holds a Bachelor degree from Bishop’s University. He is a Chartered Financial Analyst (CFA) charterholder and holds the Canadian Investment Manager designation (CIM). Along with his wife, and their three kids, Roberto enjoys being active in his community in a variety of ways, he currently seat on the board of United Way of Greater Moncton and Southeastern New Brunswick and has a passion for sport.

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Trust

 

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Wanda MacKay

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

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Susan Tregunno

Susan joined BMO Trust Co. in April 2017 and is responsible for Estate and Trust business in Atlantic Canada. Prior to joining BMO Trust Co., Susan worked in the Estate & Trust industry for another major Canadian financial institution where she was responsible for the day to day administration of a large Estate and Trust portfolio. She has extensive expertise in the settlement of estates, testamentary and inter vivos trusts and the administration of the assets of incapable individuals. Susan also has experience in the non-profit sector delivering fundraising programs and events.

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