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Suzy Brown
Carolyn Bate
Priscilla Ncube
Jacqueline Tang

Tel: 416-359-4500

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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Suzy Brown, CFP®
Wealth Advisor

Tel (416) 359-4575

Fax (416) 359-5298

E-mail: Suzy Brown

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, CFP®
Wealth Advisor

Tel (416) 359-4500

Fax (416) 359-5298

E-mail: Carolyn Bate

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.

 

Priscilla Ncube
Investment Advisor

Tel (416) 359-5275

Fax (416) 359-5298

E-mail: priscilla.ncube@nbpcd.com

 

Priscilla Ncube, Investment Advisor, provides a valuable perspective to her clients when it comes to managing their wealth with an eye on both the short and long term. Whether the goal is to provide for and protect family wealth, extract maximum revenue from a business, simply gain peace of mind at retirement, pursue a philanthropic endeavour, or build a multi-generational legacy, Prsicilla has the expertise to help guide you along that journey.

 

Priscilla's wealth management approach is holistic and disciplined; working closely with her clients to achieve one common objective: their financial success.

 

Jacqueline Tang
Sales Assistant

Tel (416) 359-7153

Fax (416) 359-5298

E-mail: Jacqueline Tang


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.