Proper wealth management starts with a relationship. These relationships are built over time with an emphasis on trust, open communication, and a high level of proactive client service.
Shelley is a wealth management and investment professional with over 25 years of experience in the financial services industry. Through this broad experience, clients and their families receive a comprehensive investment experience delivered through sound investment advice, thoughtful estate planning and creative insurance solutions.
A firm believer in lifelong learning, she undertakes numerous professional industry training courses each year, and has earned several industry designations. This serves to enhance her expertise in offering premier wealth solutions to the people in her community.
Community involvement is very important. Having served in various positions with the Belleville Kiwanis Club, she assisted with many fundraising projects and various youth programs such as Terrific Kids School awards, the Skateboard Park, and helped spearhead a premier Kiwanis sponsorship award supporting the Quinte Regional Science Fair.
Shelley has had the privilege in working with clients and their families over many years. Discovering what is important to them, what they want to accomplish, and to that end, provide or improve upon solutions to get them there.
“Clients value and appreciate my expertise, integrity and the ability to deal with their concerns in a conservative and effective manner. I am grateful for their confidence over the years.”
Shelley, her spouse Scott and son Nicholas enjoy kayaking, skiing, gardening and new adventures.
Learn more about our Service Commitment Plan.
Senior Sales Assistant
Beth Primeau joined BMO Nesbitt Burns in 2012. With the utmost care and professionalism, Beth processes all of our clients' investment orders and responds to issues and questions regarding client accounts. She ensures that all account documentation on file is current and accurate.
Clients can call her with any changes to account information or other administrative needs. Beth can also supply market quotes and answer inquiries regarding RRSPs, RESPs or RIFs.
Beth is a graduate of Ryerson University and continues with her professional development within the investment industry.