About Me

With over 20 years of experience in financial services and wealth management, I specialize in helping clients build and protect their wealth with clarity and confidence. As an Investment Advisor and Financial Planner at BMO Nesbitt Burns, I provide personalized, goal - driven strategies for individuals, families, and business owners across Southwestern Ontario.

Whether you’re preparing for retirement, growing your business, or navigating a complex financial landscape, I’ll partner with you to develop a tailored wealth plan that reflects your values and supports what matters most to you.

I chose to build my practice within BMO Private Wealth to offer clients a strong foundation for long-term success—grounded in trusted relationships and customized financial strategies.

Beyond the office, I’m a proud community advocate, serving on several boards and offering guidance to local charities. I was honoured to receive the 2025 Volunteer of the Year Award from United Way Waterloo Region Communities in recognition of my ongoing contributions.

In 2020 I became a certified yoga teacher, and bring that same focus on balance, mindfulness, and intentional living into my approach with clients - helping them align their financial decisions with their life’s purpose.

At home, I’m deeply grateful for the support of my husband, Cory, and our charismatic son, Tanner. We enjoy spending time outdoors - golfing, curling, hiking, and exploring nature. These moments keep me grounded and remind me daily of the importance of family, balance, and living life with intention.

Let’s work together to create a personalized wealth plan that empowers you to live fully - on your terms.

Jerry Courtemanche is a licensed Senior Administration Associate supporting Tonya Taylor at BMO Private Wealth in Guelph and Kitchener-Waterloo. He plays a key role in helping families and businesses plan proactively for long-term financial success - always with a focus on their goals and values.

Known for his intuitive grasp of numbers, exceptional attention to detail, and commitment to client service, Jerry ensures the day-to-day operations of the team run seamlessly. He is the go-to person for account paperwork, scheduling, cash transfers, and general inquiries - making sure clients always reach a real person when they call. A paperwork expert and math whiz, Jerry dots the i’s, crosses the t’s, and follows through on every detail to ensure nothing is overlooked.

Jerry joined BMO in 2014 after nearly 30 years in sales and management in the automotive industry. With an educational background in accounting and mutual funds, his transition into financial services was both natural and fulfilling.

He lives in the small community of Salem with his wife, Luanne, where they enjoy the quiet charm of rural life surrounded by nature. In his spare time, Jerry enjoys renovating, canoeing, and playing golf.