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Sharon Bartley
Greg Tychon
Katie Battison

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5

Our Team

With over 50 years of combined experience, our Team thrives on solid client relationships built on trust, knowledge and understanding. With nearly $200 million in assets under management, we believe in building structured portfolios that provide for income and growth with a continual eye on risk.

Although we maintain a portion of client investments in the "traditional” sense of transactional business, the Team also utilizes descretionary platforms within their Blueprint and Architect structures. The team has a structure that can be tailored to each individual client’s need.

As wealth management takes a holistic approach when assisting clients to reach their goals, BMO Nesbitt Burns offers a customizable, sophisticated planning software allowing us to assist clients in relation to estate planning, tax planning, and overall retirement planning needs.

The team is happy to have a discussion or provide a second opinion surrounding an individual’s current situation.