Meet Our Team

Tim is the founder of our team. He’s a stalwart figure in the wealth management industry and boasts a remarkable career spanning over four decades.

Tim began his professional journey at Nesbitt Thompson (BMO Nesbitt Burns’ precursor company) in 1982. He’s navigated the intricacies of all possible market conditions throughout his career, while also earning a reputation as an experienced and respected leader. Tim's guidance and knowledge has played a crucial role in shaping the careers of numerous Investment Advisors under his mentorship.

Tim’s unwavering commitment to clients is testament to his passion for wealth management. He serves a diverse clientele – ranging from seasoned investors to those taking their inaugural steps into the world of finance. Tim’s personalized approach has become the hallmark of our team’s business style. His mantra is that there’s no 'one-size fits all' approach to investing. He works tirelessly to understand the unique needs of each client and finds customized solutions to meet their goals.

Tim finds balance in the joys of family life. Alongside his spouse Deirdre, Tim is a proud parent to three daughters and a grandparent to two vibrant young boys. Tim and Dee enjoy golfing, playing bridge and making memories together with family at their lakeside vacation property in Quebec.

Steele’s been a valued member of our team since 2018. Prior to this, he played a pivotal role implementing regional strategies and initiatives within the personal banking division of another financial institution.

Steele holds a Bachelor of Engineering (B. Eng) degree from Western University. He’s completed the Canadian Securities and Wealth Management Essential courses and is licensed to practice with the Canadian Investment Regulatory Organization. Steele is responsible for executing investment strategies, conducting research, and supporting clients with transactions. His analytical mind, outgoing nature and kind-hearted approach to business is at the cornerstone of all his interactions.

Whether perfecting his golf swing, conquering the ski slopes, or engaging in a competitive game of pickleball, Steele approaches leisure with the same passion and determination he brings to his professional pursuits. He’s an enthusiastic sports fan of the Columbus Blue Jackets, the Indianapolis Colts and Formula 1 racing. He also has a rich fantasy life coaching in the NFL.

Shannon returned to our team in 2023 after departing in 2018 to pursue a carer in nursing. We're thrilled that she's joined us once again! As our Client Service Assistant she helps with account maintenance, administration, and service requests.

Shannon holds a Bachelor of Science degree from Dalhousie University specializing in Neuroscience. She also obtained a Licensed Practical Nurse (LPN) diploma from Bow Valley College in 2020. In her personal time, Shannon can be found exploring the outdoors with her Fiancé Dave and their beloved Corgi, Gus. She enjoys travelling to her family cottage in Quebec each year to relax in nature and unwind. Shannon is also an avid golfer and skier.