Saint John

Mark Anderson

Mark began his career in 1998 after graduating from St. Francis Xavier University. Since that time, Mark has continued to implement and build on the strong foundation created by his predecessor, Doug, providing exceptional investment advice and service to his clients. Using a deep understanding of the needs of his clients, Mark and his talented team prepare intricate wealth plans for clients all over Canada. Visit Mark's Website

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Dave Cosman

Since 2012, I’ve been an Investment Advisor with BMO Private Wealth, serving high-net-worth families and entrepreneurs looking to protect and grow their hard-earned wealth. My focus is on relationship building, and providing richer client experience, tailored to individual need. I take a disciplined approach to financial oversight, in order to help my clients achieve their goals for retirement, education savings, tax and estate planning, starting with a custom and comprehensive financial plan, which I follow and monitor to ensure consistency. As an investment professional with the expertise to manage the most sophisticated wealth needs, I provide thoughtful, independent guidance. I meet with my clients regularly to keep them informed and confident in their long-term plan and make myself available as a reliable, knowledgeable resource.

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Chris Palmer

With over 25 years of experience in the wealth management industry, I really enjoy knowing that I come to work each day to help high-net-worth clients accomplish goals and seek to always put our client interest first. I take a comprehensive approach to help young professionals build wealth, provide retirement plan services to business owners, and create a clear pathway in achieving results with every aspect of their financial affairs. As a team at BMO Private Wealth, we are well equipped with the tools needed to provide help in areas such as Wealth Planning, Investment Management, Commercial Banking, Private Wealth Banking, Strategic Insurance, Estate Planning, Succession Planning, and Foundations & Philanthropy. We can simplify your investment options for easier decision-making and better control, and work with you to develop estate solutions that will provide peace of mind for you and your family.

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Matthew Straight B.Mgt, CIM, CFP

Matthew is a dedicated investment professional with 18 years of experience advising affluent investors who partners with our Quispamsis BMO branch. With a personalized and strategic approach, he focuses on mapping your goals by building detailed & robust financial plans for his clients. Matthew joined BMO Private Wealth in 2008 and holds CFP & CIM designations. He is a graduate of the University of Lethbridge with a degree in Business Management. In his personal time, Matthew enjoys spending time with his wife and 5 daughters, horseback riding, mountain biking, boating, and snowboarding.

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Michael MacKay

Michael firmly believe that his clients’ interests are best served by taking a fully-diversified portfolio approach to investing and employing the principles of limit orders to take advantage of market volatility and enhance returns. Michael work closely with his clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is looking for income or growth, Michael designs an investment strategy that best fits their needs.

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Chris Murdock

Chris has been providing customized Wealth Management strategies for his clients for over 25 years. In building these long, trusting, client relationships Chris takes the responsibility of managing his clients financial affairs with the highest importance and gratitude. Along with holding a Bachelor of Commerce Degree from Saint Mary's University, Chris has always continued his industry learning through multiple courses and seminars with the goal of understanding the constant change throughout the Wealth Management business. Chris understands that each client's needs are truly unique. He is committed in offering relevant, practical wealth advice for his clients that are in line with his clients financial goals. Whether it's working with individuals, families, business professionals or industry organizations, Chris and his team can provide tailored wealth advice and strategies that will allow his clients to enjoy some peace of mind. In his spare time, Chris enjoys spending time with his family and friends and serving his community of greater Saint John for which he has spent most of his life.

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Jeremy Pearson, PFP, CIM

Jeremy is a dedicated investment professional with 28 years of experience advising affluent investors. With a personalized and strategic approach, he focuses on wealth preservation for his clients through strategic planning. Jeremy joined BMO Private Wealth in 1993. He is a Portfolio Manager and holds the PFP and CIM designations. Outside of the office, Jeremy coaches youth basketball and enjoys golfing and playing guitar.

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Trevor Macdougall, MBA

Trevor Macdougall is a Senior Investment Advisor, Portfolio Manager & the Regional Director of Advisory for Atlantic Canada at BMO Private Wealth. He has more than 25 years of experience advising private clients. Trevor and his team work primarily with senior business leaders and executives across the country and advise these clients via a personalized, hands-on approach to investing, coaching and teaching to put clients in control of their longer term financial wealth. Trevor and his expanded team of subject matter experts also provide advise in the areas of wealth planning, tax, insurance and will & estate in order to ensure that their clients fulfill their long range goals. Trevor is active in his community and core causes include community social investing, animal well-being and children’s mental health. Trevor and his wife Ali, have three children and live in greater Saint John, NB.

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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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Michelle Vienneau

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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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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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