Our Team

Ryan is a passionate advocate for his clients’ well being and is constantly thinking about how his team can make sure they are doing the very best for their clients and their families.  Offering customized investment solutions, preparing and providing cash flow plans, engaging clients in Estate and Will planning discussions, reviewing family debt and lending situations are valued services by their clients.

Personally, work isn’t “work” for Ryan as he "eats, sleeps and breathes" the markets and enjoys helping people understand finances. When not at the office he likes to spend time golfing with friends and introducing the game to his son. Getting away to a sunny destination or taking in a good concert are at the top of his list of what's needed to get recharged! 

Ryan has been in the financial industry since 2001. He graduated from the University of Lethbridge, with a Bachelor of Management, majoring in Finance. Ryan spent the first two years of University in Phoenix, AZ, at Grand Canyon University, where he attended on a Golf Scholarship, playing NCAA Competitive Golf. He holds his Professional Financial Planner (PFP) and Chartered Investment Manager (CIM) Designation and is a Registered Portfolio Manager. Ryan is also Insurance Licensed in the Province of Alberta.

Ryan was nominated in 2016 for the Investment Industry Association of Canada (IIAC) Top Under 40 Award.

Since 2009, Ryan has also been a member of the Management Team within BMO Nesbitt Burns, currently serving as a Vice President, Market Leader for BMO Private Wealth.

Jocelyn provides invaluable support for our clients and their families, and is central to the client service experience. Her attention to detail and thoroughness in everything she does is part of her commitment and care to those that have entrusted us with their wealth. Jocelyn has an ability to connect with people easily, builds strong relationships, and has a caring approach to fully understanding out clients individual situations. She is trusted to meet their needs in a timely manner.

Jocelyn has been with BMO Nesbitt Burns since 2013, starting out as our branch operations administrator, quickly acquiring the skills and understanding of the day-to-day operations of a wealth management office. In August 2016, Jocelyn shifted her focus and began supporting the administration and client service task for the team. In the Fall of 2022, Jocelyn completed the Registered Representative licensing program, and is currently working towards finishing the Wealth Management Essentials course.

On a more personal note, Jocelyn moved to Lethbridge in the summer of 2013 from Moosomin, Saskatchewan, where she grew up on a family farm. Growing up she was involved in the local 4-H club for 17 years where she was involved in fundraising and volunteering within the community. in 2020 the farm life came calling, and Jocelyn and her family moved back to "the farm", living just outside Claresholm, AB.

When not at work she enjoys spending time with her husband, and two children doing outdoor activities such as; ice skating, hiking, and spending time on the farm.

"I take pride in supporting our clients efficiently and providing excellent customer service"

Brittany started her career working at the retail branch of the Bank of Montreal in 2013, where she held several positions. Her last held position was that of Financial Services Coordinator, where her responsibilities included welcoming clients to the bank, booking appointments, as well as providing support to the Financial Service Manager. She was also responsible for daily audit and compliance tasks. This position helped her to grow her knowledge of the Bank of Montreal's businesses and to anticipate various clients' needs. Brittany enjoyed this role as she formed relationships with the clients' and become a strong team player with BMO, which made for an easy transition to the Wealth Management side of the Bank of Montreal, here at BMO Nesbitt Burns. 

In 2016, Brittany joined BMO Nesbitt Burns, working as an assistant for multiple advisors, utilizing her skills to quickly form and develop good rapport with many of our clients. By working with various advisors, Brittany quickly got exposure to multiple advisory practices and dealt with various clients. This grew her familiarity with Wealth Management quickly, and Brittany succeeded immediately in the role. 

Brittany prides herself on her efficiency, quick response and turn around time on tasks and inquiries from our clients. working now as a Senior Client Service Associate, on the Coburn Wealth Management Team, Brittany is an integral part of the administration, marketing and client service support for our valued clients. 

On a more personal note, Brittany has lived in and around Lethbridge her entire life and when she is not at work she enjoys spending time with her husband and two kids.