Investment Advisors

The Beverley Group

 

headshot

Mark Beverly, BSc, CIM®, CFP®

Combining strong analytical skills with a rare ability to connect sincerely with people and earn their trust and respect, Mark Beverly has delivered tailored investment and financial planning advice and services to affluent individuals and families since 1999. Humble, caring and dedicated to knowing each and every person on a deep level, Mark is known for his sincerity and sense of humor as much as his investing instincts and financial knowledge.
After graduating with a Bachelor of Science in Economics from Trent University, Mark began working in Ottawa as an Economist for an industry association. He returned to the Maritimes, where he spent some time as a child, and worked for two large Canadian banks as an Investment Advisor.
Mark holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and collaborates closely with a large and diverse network of wealth planning and banking specialists across BMO Private Wealth. His background in economics and 25 years of experience give him a strong foundation on which to perform his own research and select his own investments.
Mark has served on the boards of the Frye Festival and Food Depot Alimentaire, as the New Brunswick District Council Member for the Investment Industry Regulatory Organization of Canada (IIROC), and as a PSSC Committee Member for the Edith Cavell School. Mark and his wife Kezia Williamson, a City Solicitor for the City of Moncton, have two sons, Elliott and Wynn and daughter Rose who are all quite active in sports and music. He has volunteered for many years as a coach for the Moncton Minor Basketball Association, 506 Elite Basketball, and both Codiac and Dieppe Soccer. He is an active fundraiser for the Sistema Music program as well as the Food Depot Alimentaire. Mark feels deeply that all children who have the talent should get the opportunity to compete at the highest levels in sports. For this reason, he has sponsored many local athletes to help get them to the National stage. When he can carve out some time for himself, Mark loves to unwind by paddling his canoe on the local rivers.

Visit The Beverly Group's website

 

O'Neal Wealth Management Team

 

headshot

Scott O'Neal, B.Comm., CIM, PFP

Scott O’Neal leads the O’Neal Wealth Management Team and has been with BMO Nesbitt Burns in Moncton since 1999. Born and raised in Sackville, Scott earned a Bachelor of Commerce degree from Mount Allison University, where he played on the Varsity Football team and competed for the Vanier Cup in 1991. Scott is a highly organized, dedicated, and passionate person. He gives 110% to everything he does. By taking a top-down, big-picture, approach to managing wealth Scott helps his clients to shape their long-term goals while taking good care of them in the present. He has the knowledge to employ the right people to streamline the complicated process of wealth management. Scott has been giving back to his community since 1999 when he started coaching football at Tantramar Regional High School (TRHS). He is known as the most successful head coach in the team’s 48-year history winning five consecutive Provincial Championships. As well Scott coached football for Team New Brunswick and Team Canada. Currently Scott is the head coach of the TRHS girls’ hockey team. Scott and his wife Christine live in Sackville with their four children – Aidan, Owen, Hannah and John. In his spare time he weight trains, practices yoga, enjoys cycling and golfing in the summer and skiing in the winter.

Visit O'Neal Wealth Management Team's website

 

headshot

Judy Dignard, CIM, PFP

With over 40 years of experience within the BMO Financial Group, Judy has been advising investors on their portfolios and financial plans since 1999. Combining her long-standing commitment to serve her clients with integrity and professionalism, the expertise of BMO Nesbitt Burns top-ranked research department, and her solid financial planning and investment knowledge, Judy’s goal is to deliver exceptional and personalized service. An analytical and research-oriented advisor, Judy brings a thoughtful, disciplined and detailed structure to the way our team accomplishes things. She is also personable and authentic, so clients enjoy their conversations with her and she has a gift for building trust and lasting connections.

Visit O'Neal Wealth Management Team's website

 

headshot

Guy Despres, BBA, FMA, CIM, PFP

Guy Despres is a dedicated investment professional in the wealth space and has 20 years experience advising affluent investors. With a personalized and strategic approach, he focuses on building robust yet understandable financial plans for his clients. Guy rejoined BMO Private Wealth in May of 2022, after working as a Financial Planner & Investment Advisor for Credential Securities for 10 years. Guy holds the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) and Financial Management Advisor (FMA®) designations and holds a Bachelor of Business Administration from the Universite de Moncton. He has a strong passion for helping people achieve their goals. Guy is fluent in both French and English. In his personal time, Guy’s priorities are wife and children, spending quality time together and enjoying the beautiful community of Moncton & surrounding areas as a family.

Visit O'Neal Wealth Management Team's website

 

 

Stever Gibbons Wealth Advisory Group

 

headshot

Brian Gibbons, BA, CIM

As Portfolio Manager with BMO Nesbitt Burns, Brian’s role positions him to provide leadership to his clients & team. His ability to inspire others to achieve their goals happens to be one of his greatest strengths. Brian has been in the financial services industry throughout his entire career since his graduation from University of New Brunswick. The depth of experience and knowledge that he has amassed benefit his clients tremendously when planning their futures. When asked what is most important advice is, Brian replied: “Educate yourself.” He warns that too many people engage their financial advisor with blind faith and strongly encourages clients to participate in their wealth management plan.

Visit Stever Gibbons Wealth Advisory Group's website

 

headshot

Megan Stever, BA, B.Ed, CFP, CIM

Megan Stever is a natural born teacher; an attribute that benefits her clients every single day. Passionate about education, she ensures her approach instills confidence in clients by helping them understand their financial picture. As a Wealth Advisor, Megan works to be a true partner alongside her clients. By listening to their goals & aspirations, she is able to provide advice & information that keeps her clients on track toward what matters most to them. She services clients in both English and French. Megan’s best life advice: Step outside of your comfort zone! Be willing to move forward and grow, even when it’s intimidating. Megan’s certifications include the Canadian Securities Course, the Conduct & Practices Handbook Course, Wealth Management Essentials, CFP®, CIM®, and Life Insurance. In her spare time Megan enjoys swimming, cycling and running, and she relishes the challenge of Ironman races.

Visit Stever Gibbons Wealth Advisory Group's website

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.

Visit Daniel's website

Investment Counsel

 

roberto

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.

Visit Roberto's website

Trust

 

wanda

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.

Visit Wanda's website

 

susan

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.

Visit Susan's website