My role is to lead and support our group in building and managing our client relationships. We take pride in the service we provide, strive to continue to improve and broaden our offerings and most importantly satisfy your expectations. I have been working in the investment industry since 1995. I joined BMO Nesbitt Burns in August of 1999. My commitment to learn and implement new skills to the benefit of our clients' continues to be my first priority. In the summer of 2012, I achieved the designation of Associate Portfolio Manager. I focus on servicing my clients needs through a net worth analysis approach to building solutions. On another note, my wife, Liz, and I relocated to Bridgewater in 1998 and have enjoyed raising our two children on the South Shore. Originally from Halifax, I am a graduate of Saint Mary's University. We are active in the community through our support and coaching of youth sport. Outside of that I try to squeeze in some hockey or running myself.
Dolores has been a valued member of our BMO Private Wealth / BMO Nesbitt Burns Bridgewater team since 1994. She works closely with our clients and is committed to providing excellent and efficient service in all administrative issues. A live long resident of Lunenburg county, Dolores enjoys all that our beautiful South Shore has to offer and spending time with her family. Dolores has two daughters and is a devoted Grandmother to her three grandchildren.