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Steve Koitsopoulos
Andrea McCubbin
Christina Northcott

Address
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
Map

Other Locations

18 Westlawn Crescent
Stouffville, Ontario
L4A 2S9

Steve Koitsopoulos
Wealth Advisor

Tel: 905-640-6601
Fax: 905-640-0565
Toll Free: 1-866-848-6053

Email: steve.koitsopoulos@nbpcd.com

 

Steve Koitsopoulos is an experienced and knowledgeable Wealth Advisor ready to work with you to ensure you and your family’s financial future.   Steve has the Professional Financial Planning designation ( PFP®) and is certified to discuss estate planning, insurance and advanced investment strategies.
Steve has worked in the financial industry for over 20 years, joining BMO Bank of Montreal in 2003 and moving to BMO Nesbitt Burns in 2006.   
 
Steve and his team believe that building a trusting personal relationship and creating a financial plan with their clients will help them stay focused and achieve their dreams.
Steve will always listen to his clients concerns, share all information about potential investments, including benefits and risks and treat your financial goals with the same care and interest that he devotes to his own.
 
In his personal time Steve enjoys many adventures with his spouse Cassandra and their 3 year old son Gray.
 
Steve looks forward to being your trusted advisor and expert resource as you secure your financial goals. 
 
 

Andrea McCubbin
Investment Advisor

Tel: 905-640-3377
Fax: 905-640-0565
Toll Free: 1-866-848-6053

Email: andrea.mccubbin@nbpcd.com
Connect with me on LinkedIn
 

Andrea has worked for BMO Bank of Montreal for over 19 years as a BMO Financial Planner and Mortgage and Investment Lending Specialist.   Andrea graduated from York University with a Degree in Sociology and has the Financial Management Advisor (FMA®) designation from the Canadian Securities Institute.  
 
Andrea grew up in Stouffville and feels fortunate to continue to live and work in such a great community with her husband Darren and son Andrew.    Andrea enjoys travelling and skiing with her family in her free time.
 

Christina Northcott
Investment Representative

Tel: 905-640-3123
Fax: 905-640-0565
Toll Free: 1-866-848-6053

Email: christina.northcott@nbpcd.com

 
Christina has been in the financial services industry for 30 years and as an Investment Representative with The SK Wealth Advisory Group at BMO Nesbitt Burns since 1994. Christina is adept at handling any and all inquiries, from administrative issues to the trading of securities.   
 


Our Partner 

Rebecca Clark, CPA, CA, CDFA 
Director, Wealth Planning at BMO Wealth Management

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan.  Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals.  

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning.  Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.