Tel:
905-337-2050
Tel:
905-681-7737
BMO Nesbitt Burns
360 Oakville Place Drive,2nd Floor
Oakville, ON
L6H 6K8
Map
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Richard Veale, Senior Portfolio ManagerTel: 905-337-2050 Richard has extensive experience managing both institutional and private assets. His disciplined approach is focused on identifying financial strategies tailored for each individual. Richard prides himself on his long-lasting relationships and high level of service. |
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Joanna Hewgill, Investment AdvisorTel: 905-681-7995 Email: Joanna.Hewgill@nbpcd.com Joanna has been in the financial service industry since 2008 and joined BMO Nesbitt Burns as an Investment Advisor in 2011. She is responsible for providing personalized investment planning and wealth management strategies. Joanna understands the importance of educating her clients on how their portfolios are custom tailored to reflect their objectives. She prides herself on keeping her clients up to date on the progress of their investments through regular portfolio and performance reviews. Joanna takes pride in working with women in order to empower them financially while giving them peace of mind about their money and future. |
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Jimin Hong, Associate Investment AdvisorTel: 905-681-7692 |
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Jessica Slater, Associate Investment AdvisorTel: 905-681-2157 Jessica joined BMO Nesbitt Burns in 1998. In her role she brings in-depth wealth management experience to our team. Jessica works one on one with her clients to ensure they benefit from our team’s investment philosophy and direction. She helps keep her clients on track with achieving their goals through ongoing Financial Planning. Jessica manages our portfolio trading system which is used by wealth management teams, global institutional traders and pension funds to evaluate, rebalance and model comprehensive investment portfolios. |
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Cosette Alward, Investment RepresentativeTel: 905-681-6501 Cosette started in the financial services industry prior to graduating university and joined the team at BMO Nesbitt Burns in 2014. She is an Investment Representative who provides an invaluable service in assisting and navigating all administrative issues, from client documentation to making sure all transfer and cash requests are completed in a timely manner. She adheres to the organizational duties and responsibilities of the team, while providing an exceptional level of customer service. Cosette prides herself in maintaining a highly structured and timemanaged environment that offers prompt and diligent service to all our clients. |
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Liz Fraser, Investment RepresentativeTel: 905-681-8510 Liz celebrates her 25 year milestone with BMO Financial Group. After graduating from the University of Waterloo, Liz began her career at BMO Investorline and eventually joined BMO Nesbitt burns in 2004. Our clients rely on Liz to assist them with all accounting and administrative issues. Her expertise in all areas of customer service complements and supports our team's approach to wealth management. |