Senior Investment Advisor
At the helm of the team, Steve Kaszas joined Burns Fry in 1983 and became a shareholder in 1984.
Steve avows that his success has been grounded ‘on his ability to establish and maintain a smart client base. In addition to the many resources available to them through BMO Nesbitt Burns, the Kaszas Altberg Group receives timely and extensive information from a variety of worldwide sources. Many people have observed that while Steve loves his out of office activities and adores his family pursuits, he is happiest at work, sustaining an energetic schedule on behalf of his clients around the globe. Steve is the proud recipient of the Queen Elizabeth II Golden Jubilee Medal which he received in 2003 for his significant contributions to Canada and the community.
Senior Portfolio Manager & Senior Investment Advisor
A dynamic portfolio manager, trader, and derivatives specialist, Adam Altberg started his career on the floor of the TSX trading options in 1988. As a Branch Manager and Registered Options Principal (ROP) at a competing bank-owned brokerage firm, he successfully traded a number of complex portfolio and options strategies and perfected his unique approach to investing.
While not at work, Adam enjoys spending time with his family, golfing, coaching minor league hockey, and volunteering for several charities. He joined BMO Nesbitt Burns in 1998 and has worked diligently with The Kaszas Altberg Group since 2001. His trading experience and vigorous dedication in all areas of the business complement the team approach.
Adopting a family office approach, Chris provides his clients with many tailored planning, investment and wealth management solutions. With an affinity for both personal and professional growth, he is currently pursuing his Chartered Investment Manager designation. Prior to joining the Kaszas Altberg Group, Chris’s mentorship alongside leading Canadian Portfolio Managers and Institutional Investors has equipped him with invaluable knowledge and experience, shaping his investment philosophy.
When he is not in the office, you will find Chris in one of many GTA hockey arenas, on the golf course, or at the Muskoka family cottage.
A member of the Kaszas Altberg Group since 2013, Laura began her career in retail and investment banking in 2011 while completing a Master of Arts degree at the University of Waterloo. Committed to providing a personalized and seamless client experience, Laura takes great pride in assisting our clients with all aspects of their financial needs. Licensed as a Registered Representative and to trade in Options and Derivatives, she is currently working towards completing the Wealth Management Essentials course.
When she’s not relaxing with a good book and her adopted cat, Beans, Laura enjoys spending time training for her next run and travelling with her husband.
Senior Client Service Associate
Christina completed her Bachelor of Commerce at Ryerson University in 2014. Shortly after, she began her career at BMO Bank of Montreal as a Financial Services Manager specializing in personal/commercial banking and lending. In 2016 she joined the Kaszas Altberg Group where she plays a key role on the team, focusing on financial planning, financial analysis and providing exceptional customer service. Christina is a registered Certified Financial Planner (CFP®).
When Christina is not working in the office, she enjoys spending time with her French Bulldog, leading an active lifestyle, cooking and travelling.
Client Service Associate
Emma joined the Kaszas Altberg Group in January 2019 after completing her Honours Bachelor of Business Administration degree from Brock University. She first started at BMO as a co-op student; gaining valuable insight in personal and commercial banking as a Personal Banking Associate. As a valued member of the Kaszas Altberg team, Emma is committed to providing high level client service. Emma is IIROC licensed and is currently a CFA Level 3 Candidate.
In her spare time, Emma likes to stay active and spend time with her family and friends.
Client Service Associate
Ramneek is the newest member of the Kaszas Altberg Group, joining in March 2019. She began working with the team shortly after graduating with an Honours Economics degree from Brock University. With a strong background in economic modelling, she has kick-started her career in financial services. Ramneek is IIROC licensed and is committed to providing high level professional client services and research.
When not in the office, Ramneek can be found exploring new hiking trails and restaurants across the city.
Allison graduated with a Bachelor of Commerce from the University of Guelph in 2010. After a year of work and travel in Australia, New Zealand and Southeast Asia, Allison returned to Canada to begin her professional career with BMO Nesbitt Burns in 2011. She joined the Kaszas Altberg Team in 2012 and has proven administrative, customer-service, and trading experience. Allison is committed to efficiently and effectively servicing clients’ needs with exceptional care and professionalism.
Allison is an enthusiastic golfer and an avid soccer player. Allison lives just east of Toronto in the Town of Whitby with her husband Daniel and three children.