Suzy Brown, CFP
Suzy Brown, Wealth Advisor, brings a passion for linking investments to the outcomes clients seek. She has over 16 years experience in the financial services industry and is a Certified Financial Planner and licenced Insurance Advisor. In addition to her career, Suzy enjoys the outdoors and has a passion for travel. She is an avid runner and has completed three half marathons. Suzy is married with two young sons, Reid and Miles, and the family recently took up skiing together. Summer weekends are spent at the family cottage on the shores of Lake Huron at Bruce Beach.
Carolyn Bate, CIM
Carolyn Bate, Wealth Advisor, brings a background in managing high-net worth families at a leading trust company, and over 25 years in the financial services industry. Carolyn is a Wealth Advisor and licenced Insurance Advisor, focussing her efforts towards the ongoing management of financial planning. Outside of the office, Carolyn likes to spend time with her husband James and two young boys Nathan and Nolan. As a family they love to ski, travel, and spend lots of time in hockey arenas. Carolyn also enjoys long distance running, physical fitness, home renovation and decorating.
Jacqueline Tang, Sales Assitant, joined BMO Nesbitt Burns as an Investment Representative in 2008 and joined Brown Bate Wealth Advisory Group in 2010. She has worked in the financial services industry for more than 15 years and has accumulated invaluable operational and industrial knowledge. Prior to joining BMO Nesbitt Burns, Jacqueline worked at a leading mutual fund company as an Investment Specialist and a Service Quality Measurement Analyst with a financial service research company. She is committed to provide excellent customer service to all clients.