Steven is a Wealth Advisor at BMO Nesbitt Burns.  He joined the firm in 2001 and has worked tirelessly to create and maintain long-lasting relationships with his clients.  With a genuine willingness to help and serve his clients, Steven takes a pragmatic approach to managing their wealth.
 
Steven holds a Bachelor of Commerce Honours degree from the University of Ottawa.  He holds a Certified Financial Planner designation (CFP®) and has taken specialized training to achieve the Wealth Advisor designation.
 
Outside the office, Steven enjoys spending time with his wife Jamie and his children Sara and Mia. He enjoys fishing and playing golf in the summer.  In the winter months, he can be found in many arenas around the city playing hockey or coaching his daughter's ringette team.

Courtney Welch is the direct contact for all administrative questions and issues. Courtney graduated from the University of Ottawa and was hired by BMO Nesbitt Burns in March of 2022. She has helped several teams by providing an exceptional level of client service to support your financial needs. She is currently studying for the Canadian Securities Courses and looks forward to expanding her industry knowledge.

Erika Rimac is the direct contact for all administrative questions and issues.  Erika studied Finance at the University of Ottawa and was hired by BMO as a customer service representative in 2013.  Since 2014, she has helped various teams by providing a high level of client assistance for your financial needs here at BMO Nesbitt Burns. She has completed the Canadian Securities Courses as well as well as the Wealth Management Essentials course.