Theo Bousalis, CIM®, BBA (Hons)

Theo has been helping clients achieve their financial goals with BMO Nesbitt Burns since 1997.
 

As a Senior Wealth Advisor and Portfolio Manager, Theo has more than 25 years experience guiding clients through all types of market conditions.  He is committed to building perpetual wealth for his clients to help meet their financial goals.  He takes great pride in the long lasting and multi-generational investment relationships he has developed.
 
Born to immigrant parents, and originally from the small northern town of Kitimat, BC., Theo has a strong work ethic and takes pride in the work he does. His upbringing taught him to take advantage of opportunities and to understand that those opportunities are sometimes disguised as hard work.  He is committed to successful outcomes and seeks to protect his clients from long term wealth detractors while helping them to take advantage of opportunities.
 
Theo achieved an Honors Degree in Business at Simon Fraser University with concentrations in International Business and Finance.  In addition to having completed the Professional Financial Planning Curriculum through the Canadian Securities Institute Theo is also a holder of the prestigious Chartered Investment Manager Designation.  Theo has completed the Wealth Advisory Program at BMO Wealth Management, this allows him to provide tailored advice to high net worth clients and their families.  Theo and his team are available to work with their clients’ Accountants and Lawyers to deliver holistic wealth plans.  While Theo deals with clients globally, he is the Resident Wealth Advisor for BMO Private Wealth at the Amazing Brentwood Mall.  At work Theo is supported by an extensive team of Wealth Professionals including Certified Financial Planners, Private Bankers, Estate and Insurance Advisors, and Trust Specialists as well as the firms’ other internal experts within Capital Markets.
 
Theo is married to Tassie and their two boys are currently studying at university; Constantine is at UBC and Pavlos is at UWO.  They also have a friendly furball named Harvey.  The family is active in sport and community.  While Theo and Tassie support many causes, (BC Children’s Hospital, BC Cancer Foundation, Shoreline Clean-up, Kids Help Phone, among others) the Leukemia and Lymphoma Society of BC has touched them personally and for that reason they are long-time supporters and volunteers.
 
Theo’s team members have been chosen to mirror his commitment to clients and dedication to positive outcomes.  Read their profiles to get to know them too!