Providing investment management, financial and insurance planning since 1983 for clients in Canada and some foreign countries.

Cheryl joined Ted at BMO Nesbitt Burns in 1997 and has over 25 years of experience in the investment industry.  She started her career as an Assistant and in 2006 successfully completed the Professional Financial Planning Course, subsequently earning the designation of Associate Investment Advisor.

Gordon has over four years of investment industry experience since completing his Bachelor of Arts in Economics at Laurentian University.  Most recently working for BMO Investorline, he is able to offer Options trading to clients, and is currently pursuing the Chartered Financial Analyst designation.  In his spare time, Gordon enjoys spending time at the cottage, golfing and watching the Blue Jays.