Robert has been an Investment Advisor/Portfolio Manager at BMO Nesbitt Burns for over 18 years. Robert is committed to building a solid, lasting relationship with clients and embraces a simple philosophy passed down by his stepfather, an advisor of over 35 years, “Buy great companies. Stay Diversified. Collect Dividends.”. Robert holds designations as Charted Investment Manager (CIM), is Options licensed and Insurance Licensed. Robert is affiliated with BMO Wealth partners that will ensure clients can access high level retirement planning, estate planning & business succession needs.
When he’s not in the office, Robert enjoys the outdoors, whether its spending time at Sylvan Lake wakeboarding, water-skiing, snowboarding, or vacationing with his wife and their two children.
Jack has been in the financial services industry for over 30 years, starting his career with Merrill Lynch before joining BMO Nesbitt Burns in 2003.
Jack holds numerous industry credentials reflecting his expertise and dedication to professional growth including Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Chartered International Wealth Manager (CIWM), and Fellow of the CSI (FCSI) designations.
A lifelong Albertan, Jack knows the value of hard work and connecting in meaningful way with his community. He is a long-time member and past president with the Rotary Club of Red Deer and has been active with many other local groups including the Red Deer Ski Club and the Red Deer Symphony Orchestra.
Jack is married to Caroline and has four successful adult children that still keep them busy. He loves to travel the world, head out hiking or fishing in the summer, and in the winter you can often find him at the ski hill or watching the Oilers.
Eric has worked with BMO Private Wealth since 2019, starting in Calgary before joining our Red Deer team in 2022 as our Associate. Prior to joining BMO Private Wealth, Eric completed a bachelor’s degree at Southern Alberta Institute of Technology and two diplomas from Red Deer Polytechnic. With his background and education, Eric has the capability to work with high-net worth clients and create a personalized experience through supporting their financial journey to meet their needs and goals.
Growing up in Red Deer, Eric is a supporter of various charities & programs in the area and is a proponent of local youth sports leagues due to his involvement as both a player and referee. In his time off, Eric and his fiancée can be found enjoying time together with their dog or out in the mountains camping and snowboarding.
Jennifer started with our team in April 2023, bringing with her several years of financial industry experience including working for BMO Nesbit Burns in Calgary. Jennifer is customer service oriented, ensuring all requests are handled in a professional manner. She assists clients in all administrative matters including tax information, estates, transfers, account maintenance, withdrawals, contributions, & deposits. She completed her Canadian Securities Course and is working towards her licensing.
Outside of work she leads a busy lifestyle, cheering on her 3 kids as a supportive hockey mom, soccer mom, dance mom. Jennifer and her husband enjoy camping, exploring, traveling, and tackling home renovations projects.
Ashley joined BMO Nesbitt Burns in July 2024 after working with a competitor for the past 20 years, most recently as an Associate Financial Advisor. She brings a wealth of banking knowledge to the team and is very passionate about helping people achieve their financial goals.
Outside of work, Ashley can be found adventuring out with her 2 sons, getting them off to their activities and supporting their passion for football. She also enjoys thrifting with her mom and touring the dog park with her 2 furry friends.