Steve Koitsopoulos
Wealth Advisor
Andrea McCubbin
Investment Advisor
Christina Northcott
Investment Representative
Our Partner
Rebecca Clark, CPA, CA, CFP
Director, Wealth Planning
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.