Paul Foisy

Senior Wealth Advisor

Paul has been in the financial services industry since 1987 and at BMO Nesbitt Burns since 1995. In that time he has been successful at preserving wealth and developing strong, risk controlled portfolio strategies. Paul’s dedication and commitment to excellence has enabled him to develop and maintain very loyal client relationships.

“My approach to managing wealth is to empower my clients by continuously educating them about the specific issues that may impact their financial future. The goal is that, over time, our relationship evolves towards more of a partnership because they are aware of my efforts on their behalf, able to assess my performance and ultimately recognise the value that our relationship provides them.”

Alex Forsey

Associate Investment Advisor

Alex started his career in the Financial Services industry in 2015, following graduation from the Financial Planning program at Mohawk College. Since then, he has continued his education by pursuing multiple industry qualifications, as well as a master’s program in Risk Management.

Alex works closely with Paul throughout the wealth planning process; he facilitates and coordinates the creation of financial plans and its subsequent client-specific solution. He offers proactive client service while also having the expertise to address investment-related questions. It is important to Alex to have a positive and measurable impact in the lives of clients and ensure wealth management is a multi-generational family affair. 

Our Partners

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Phil Comtois

Estate and Insurance Advisor, Senior Vice President

With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.

In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.

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Tyler Klinck

Director – Wealth Planning

Tyler has been in the Wealth Management industry for over a decade.  He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals.  Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.