Our Team

Ryan has been advising clients in the investment industry for over 25 years, with an approach that simplifies the wealth management process through open and honest communication. He is a Certified Financial Planner (CFP®), a Charted Investment Manager (CIM®) and a licensed portfolio manager. He began his career after graduating from the Bachelor of Commerce Co-op Program at Dalhousie University, joining BMO in 2001. Born in Yarmouth, Ryan now lives in Halifax with his entrepreneurial wife Natalie and their two children.

Driven by his desire to help others, Michael has worked in the investment industry for over 30 years, and at BMO Nesbitt Burns since 2010. He is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), and graduated from Acadia University with a Bachelor of Business Administration in 1984. Michael continues to live in Wolfville with his wife, Heather, and they are the proud parents of three adult children. When he’s not helping clients, you’ll likely find him volunteering as a Treasurer for the Valley Hospice Foundation. He also loves to travel and spend time with friends and family.

As a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), David focuses on planning and education to build confidence in his clients’ financial decisions. He first joined BMO Bank of Montreal part time in 2005, while completing his Bachelor of Commerce degree at St. Mary’s University. David gained experience in a few roles before settling in for over six years as a Financial Planner, helping clients reach their goals with investment and retirement plans. In 2017, David joined The Churchill Wealth Advisory Group within BMO Nesbitt Burns, enabling him to offer more holistic and long-term guidance. He is proud to call Dartmouth home with his wife, Lindsay, and their three young daughters.

Mark has worked in the investment industry for over 30 years, and his experience has shown that the most sound financial decisions are the result of robust planning. He has been guiding clients as a Certified Financial Planner (CFP®) since 2001, joining BMO Nesbitt Burns in 2016. He earned his Bachelor of Economics degree from Memorial University in Newfoundland, where he was born and raised, but he has proudly called Nova Scotia home for 30-plus years. Mark and his wife are the proud parents of two daughters.

Originally from Fredericton, New Brunswick, Lucina developed an interest in the investment industry while a ending Saint Mary’s University, where she was involved in the Impact Investment Fund as a Research Analyst and Fund Manager. She joined the Churchill Group in 2026 following a six-year university basketball career, highlighted by three consecu ve AUS Championships. Now based in Halifax, Lucina holds both a Bachelor of Commerce and a Master of Finance. She is currently enrolled in the CFA program and is commi ed to con nuing her growth within the wealth management industry. She brings a strong work ethic and passion for finance to her role, suppor ng both clients and her team.