Meet The Team

Barbara has over 35 years of investment industry experience, the majority of this at BMO Nesbitt Burns.  Barbara holds the CFA charter and is a Portfolio Manager.  In addition to her focus on helping people with their investment needs, Barbara has served on the Boards of Charity Intelligence Canada and various community not for profit organizations. Barbara enjoys many outdoor activities including sailing, skiing and time spent with family.

Terry is an Associate Portfolio Manager, Professional Financial Planner and has the CIM Designation. Terry joined his wife Barbara at the firm in 1997. Prior to 1997 Terry had a successful career in Commercial Real Estate where he was a Director of the Toronto Real Estate Board and Chairman of the Commercial Division. Terry and Barbara have three children. In his spare time Terry enjoys family, travel, mountain biking and many outdoor activities. 

Max earned his BComm in Finance at Dalhousie University in 2017. He joined BMO Nesbitt Burns and the Triskan Wealth Management group shortly after in March of 2018. In his spare time Max enjoys all things sports especially playing rugby and golf.