About Our Team

Garett has spent his career building investment plans, managing private wealth, and helping high net worth individuals make smarter decisions with their money. He joined BMO Nesbitt Burns in Winnipeg in 1996, after graduating with a Bachelor of Commerce degree from the University of Manitoba. 

Garrett holds both the Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. He serves on the board of Dive Manitoba and volunteers in various capacities with United Way Winnipeg including as a member of the Finance and Administration Committee and the Investment Sub Committee.

Outside of work, Garett enjoys spending time with his wife and two children, biking through the streets of Wolseley, driving to hockey rinks around Winnipeg, gardening, or unwinding at Victoria Beach.

Book a call with Garett.

Tim Mahoney is a Winnipeg based Investment Advisor and Portfolio Manager. Tim works with his clients to develop comprehensive family wealth and wealth preservation plans with a particular focus on retirement income planning and portfolio management.  He holds a Chartered Investment Manager designation.
In his down time Tim enjoys travel and gardening with his wife Colleen, playing hockey and spending time with his pug.  Both Tim and Colleen are proud Leaders with the United Way.

Book a call with Tim

Scott is a Winnipeg based Associate with a specialization in strategic wealth management for dentists and business owners. (Scott comes from a line of dental professionals) He holds the Personal Financial Planner PFP® designation and as such, offers personalized financial guidance for dentists seeking help managing an existing practice, or starting up a new one.

Outside of the world of finance, Scott, his wife Courtney and their kids enjoy spending time at the family cottage, fishing, playing ultimate frisbee, and caring for their two dogs Kaia and Flint.

Book a call with Scott

Evanthi is a private banker with BMO Private Wealth, offering investment planning and portfolio management services for Manitoba families, professionals, and business owners. A specialist in the medical professional space, she advises physicians, specialists, dentists, and other healthcare providers at every stage of their carer.

Evanthi holds an undergraduate degree in Economics from the University of Manitoba, serves as a Branch Compliance Officer and is a member of the Women Business Owners of Manitoba, and a board member of Community Financial Counselling Services in Winnipeg.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. From day-to-day banking to specialized lending, I take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

Shane is a Certified Financial Planner and a Trust and Estate Practitioner serving high-net-worth individuals in Manitoba. He is passionate about estate and financial planning and is adept at investment analysis, capital management and ensuring families remain protected in the event of critical illness, disability, or untimely death.

A published author, Shane wrote “A Planned Retirement Journey: 13 Ways to Customize Your Retirement Plan”, he has also been featured in the Winnipeg Free Press as a financial planning expert.

A wealth advisor with Surcon Mahoney, Kurtis works with clients to provide a holistic view of the personal finances. He offers proven strategies for portfolio management, wealth preservation and investment planning, backed by strong personal relationships based on trust, transparency, and respect.

Kurtis holds both Certified Financial Planner® and Chartered Investment Manager® designations.