Meet Our Team

With over 20 years experience in the investment industry, Rudy has spent the last 15 years as an Investment Advisor with BMO Nesbitt Burns. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major US Investment bank where he held various positions including management within institutional operations. Rudy currently holds a Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Rudy has attained his Portfolio Manager (PM) designation allowing him to provide Discretionary Portfolio Management to clients.”

Education

Bachelor’s Degree, University of Waterloo, Canada

Professional Financial Planning Course, CSC

Heather joined Rudy’s team in 2021 and is the first point of contact for all administrative inquiries. Heather’s in-depth knowledge and understanding of investment instruments & registered and non-registered products ensures an excellent client experience. She prides herself in over delivering exceptional client experience and ensuring that requests are handled in a diligent manner.

Heather enjoys staying active whether that’s playing volleyball at Ashbridges Bay or going for long walks in High Park. She is currently working towards accomplishing her WME.

Education

Bachelor’s Degree, Toronto Metropolitan University

CSC