Born and raised in Toronto, Holly has been an employee of BMO Nesbitt Burns since 2006, who brings over 18 years of financial experience as a senior client service associate working with institutional and private wealth clients. Holly is our client’s primary liaison for inquiries and requests regarding trade execution, account maintenance, banking services and tax related matters. In addition to keeping the daily administration of accounts efficient, she also works closely with Trevor in managing client’s portfolios and is responsible for co-ordinating with our client’s accountants and lawyers. Her goal is to provide exceptional client service and build strong client relationships.
Outside of the office, Holly enjoys spending time with her husband and two young boys at the cottage, traveling abroad (or being a tourist in her own city) and restoring her old Victorian home.