For over 20 years with BMO Nesbitt Burns, Larry has focused on providing his clients with a personalized long term financial plan to meet their lifestyle and financial goals.

Larry holds a Juris Doctorate Degree in Law from Osgoode Hall Law School and Master’s Degree in Law specializing in Corporate Law from New York University Law School.  With a wealth of financial planning and investment experience Larry is able formulate investment strategies designed to improve portfolio returns, incorporate tax efficiency while keeping risk at a reasonable level. 

In his spare time, Larry enjoys being outdoors, spending time with his wife and teenage children and of course his two cats, Ally and Misty.

Kevin has been advising clients with BMO Nesbitt Burns since 2003. He considers guiding his clients successfully through the financial crisis of 2007-2008 and the benefits that they have enjoyed since, among his greatest professional achievements. Kevin joined with Larry and Vivian in 2010 and brings his unique perspectives, experiences and education to client portfolio management and planning.

Kevin has undergraduate degrees in Political Science, Philosophy and Economics from McMaster University, to which he credits his multifaceted approach to investment management. After earning his MBA from the Rotman School of Management at the University of Toronto, and prior to joining Nesbitt Burns, Kevin worked in the mergers & acquisitions and global strategic benchmarking group at one of Canada’s largest life insurance companies. Kevin earned the Chartered Financial Analyst designation in 2012.

Outside of work, when he’s not spending time with his wife and two boys, he can be found perfecting his barbecuing skills, training for his next obstacle course race, or pursuing his black belt in Judo.

Vivian is an Associate Investment Advisor at BMO Nesbitt Burns with a focus on financial planning, client service, and trading.

Vivian graduated from the University of Toronto with a Bachelor’s Degree in Science. Since joining BMO Nesbitt Burns in November 2005, Vivian brings her knowledge and experience of the financial service industry to The Joffe Group.

Outside of the office, Vivian enthusiastically enjoys food and travel, preferably together.