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Richard Veale
Paul Marcoux
Joanna Hewgill
Jimin Hong
Jessica Slater
Cosette Alward

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map

Meet your Team

 

Richard Veale, Vice President and Portfolio Manager

Tel: 905-337-2050
Email: Richard.Veale@NBPCD.com​
 

Richard has extensive experience managing both institutional and private assets. His disciplined approach is focused on identifying financial strategies tailored for each individual. Richard prides himself on his long-lasting relationships and high level of service.

Richard enjoys snowboarding, sailing, squash and spending time with his wife and two boys.
 

Paul Marcoux, Sr. Vice President, Managing Director & Portfolio Manager

Tel: 905-681-2031

Email: Paul.Marcoux@NBPCD.com​

Paul has been in financial services industry since the 1980’s. He provides strategic direction, asset allocation and portfolio management. His speciality is in identifying unique fixed income opportunities. Paul has experience in managing Pension Fund assets since the 1990’s and brings a great deal of depth and experience to handle complex investment strategies.
Paul enjoys the outdoors, skiing and spending time with his wife and four boys.
 

Joanna Hewgill, Investment Advisor

Tel: 905-681-7995

Email: Joanna.Hewgill@nbpcd.com​
 

Joanna has been in the financial service industry since 2008 and joined BMO Nesbitt Burns as an Investment Advisor in 2011. She is responsible for providing personalized investment planning and wealth management strategies. Joanna understands the importance of educating her clients on how their portfolios are custom tailored to reflect their objectives. She prides herself on keeping her clients up to date on the progress of their investments through regular portfolio and performance reviews. Joanna takes pride in working with women in order to empower them financially while giving them peace of mind about their money and future.

Joanna and her husband love spending time with their son who was born in 2016. In her spare time, she is an avid runner and triathlete.
 

Jimin Hong, Associate Investment Advisor

Tel: 905-681-7692
Email: Jimin.Hong@NBPCD.com​

Jimin has been with BMO Nesbitt Burns since 1992. Her dedication and commitment in her role as Associate Investment Advisor is exemplary. Jimin provides the highest standards to our clients’ wealth management. She is actively involved in portfolio management,
client relationships and the design and customization of our client Retirement Planning. Jimin understands the importance of dedication and commitment to clients. Her priority is to exceed client expectations for service and professionalism.

Jimin and her husband raise two busy teenagers. She is a soft tiger mom that you will often find at soccer field, the rugby pitch or the hockey arena.

Jessica Slater, Associate Investment Advisor

Tel: 905-681-2157
Email: jessica.slater@nbpcd.com​
 

Jessica joined BMO Nesbitt Burns in 1998. In her role she brings in-depth wealth management experience to our team. Jessica works one on one with her clients to ensure they benefit from our team’s investment philosophy and direction. She helps keep her clients on track with achieving their goals through ongoing Financial Planning. Jessica manages our portfolio trading system which is used by wealth management teams, global institutional traders and pension funds to evaluate, rebalance and model comprehensive investment portfolios.

Jessica prides herself in exceptional, detailed oriented client service. Jessica is passionate about music and attends a variety of concerts and festivals each year, both in Canada and the US.
 

Cosette Alward, Investment Representative

Tel: 905-681-6501
Email: Cosette.Alward@nbpcd.com
 

Cosette started in the financial services industry prior to graduating university and joined the team at BMO Nesbitt Burns in 2014. She is an Investment Representative who provides an invaluable service in assisting and navigating all administrative issues, from client documentation to making sure all transfer and cash requests are completed in a timely manner. She adheres to the organizational duties and responsibilities of the team, while providing an exceptional level of customer service. Cosette prides herself in maintaining a highly structured and timemanaged environment that offers prompt and diligent service to all our clients.

Cosette and her husband enjoy hiking and spending time with their three affectionate dogs. She is also a fitness enthusiast.


Our Partner 

Frank Lapierre, CFP®, CLU, Estate and Insurance Advisor

Tel: 905-681-6501
Email: Cosette.Alward@nbpcd.com
 

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.

He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.