Our Professionals

Christine Fortin is a financial disruptor who is advancing thought leadership at BMO Private Wealth and transforming norms in the private wealth industry. One of a select few advisors appointed to the BMO Private Wealth Investment Advisor Advisory Council, she provides direct input to the firm that shapes their internal and industry initiatives and direction. 

John has been in the financial services industry for over 30 years and joined BMO Nesbitt Burns in 2010.  During his career, John has been delivering his extensive knowledge in financial planning and matching it with his deep knowledge on risk management and portfolio construction to ensure client success in achieving financial goals. He uses a detailed and disciplined approach to financial planning to develop a comprehensive wealth management solution specializing in investment planning, retirement income planning, estate planning and tax minimization strategies. He brings extensive knowledge in dealing with professionals and the incorporation opportunities offered through income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.

John holds both the CERTIFIED FINANCIAL PLANNER® or CFP® designation and Chartered Investment Manager (CIM) designation as well as a BA in Economics from Simon Fraser University. John stays current in all aspects of financial planning and regularly enrolls in a variety of courses and seminars to enhance his level of expertise and ongoing ability to meet his clients' needs.

At Bousalis Wealth Advisory we are committed to understanding our clients, their individual situations and their vision for the future.  We provide value by using customized solutions and plans that guide our clients towards wise and well informed decisions about their future.  Our offices are located at BMO Brentwood Town Centre in Burnaby, BC with a satellite office in downtown Vancouver.

I have been working for BMO Financial Group since 2003. I take great pride in my ability to explain complex financial matters in simple terms. My process always begins with an in-depth conversation with you so that your specific financial goals and challenges can be identified. Then, through a collaborative analysis with my team of professionals, we will analyse your circumstances and provide you with solutions that will build and protect your wealth, guard your lifestyle and simplify your life.

With over a decade of experience I take a simplified approach. My approach is personalized, built around your goals. I believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. I listen to what’s important to you and try to understand your priorities. I grew up in North Delta and now live in White Rock with my wife Laura Beth and daughter Arizona. When I am not hard at work you can find me spending time with my family, volunteering in the community or on the golf course.

The quality of your life and your family are important to us.  We dedicate our work to helping clients make wise financial decisions that enhance their life, their work, their families and their future.

BIA for the Coquitlam and Port Coquitlam branches with English and Mandarin capabilities. Over 15 years investment and advising experience in the financial industry - Certified Financial Planner and Chartered Investment Manager with both discretionary and non-discretionary portfolio capabilities offering personalized wealth planning and investment advising services for successful and wealthy Canadians.

B.C. Born and raised, Evan has worked for the BMO Financial Group for over 20 years. Evan holds an MBA in Financial Services, a Bachelor’s degree in Business Administration and has also completed his designations as both a Certified Financial Planner (CFP) and a Fellowship in the Institute of Canadian Bankers (FICB).
 
Throughout his career, the aspect Evan has found most rewarding is working with individuals and their families to help achieve their long term financial goals.B.C. Born and raised, Evan has worked for the BMO Financial Group for over 20 years. Evan holds an MBA in Financial Services, a Bachelor’s degree in Business Administration and has also completed his designations as both a Certified Financial Planner (CFP) and a Fellowship in the Institute of Canadian Bankers (FICB).

With over fifteen years of experience specializing in providing investment advisory and financial planning services to high net worth physicians and their families, Gurpreet Sohi joined BMO Private Wealth in 2019. Working closely with a network of BMO specialists, he delivers highly customized investment strategies to help physicians, specialists, residents and other healthcare practitioners reach their goals and make wise financial decisions regarding their medical practice at every stage of their careers. Prior to joining BMO Private Wealth, Gurpreet worked with MD Financial, a subsidiary of the Canadian Medical Association.

As a Portfolio Manager, Gurpreet is qualified to perform discretionary wealth management, which frees busy doctors from the pressures of making investment decisions and brings several other advantages. Gurpreet holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner (CFP®) designations and earned his Bachelor of Business Administration in Finance and Financial Management at the British Columbia Institute of Technology, where he later became an instructor on Strategic Change within the school of business.

In 2022, Gurpreet was recognized as one of the Top 40 Investment Advisors under the age of 40 in Canada across all investment firms.

As a licensed Portfolio Manager and Certified Financial Planner, Sean offers his clients comprehensive wealth management services including financial planning, estate planning and customized stock and bond portfolio management. Sean’s clients benefit from his deep understanding of financial markets gained over twenty years of experience in the financial services industry. Sean is supported by one of our firm’s most knowledgeable and experienced Associate Investment Advisors, Isabel Dusmann. 

With over 20 years of valuable financial services industry experience, I joined BMO Nesbitt Burns in November 2018. At the core of my practice, I place great emphasis on fostering strong relationships and helping my clients achieve their personal financial goals. In addition to my work experience, I also hold the CERTIFIED FINANCIAL PLANNER® Designation.

Sarah is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations

As a Portfolio Manager working with an extraordinary firm like industry leader BMO Nesbitt Burns, Ian is backed by outstanding technology, research, and unequaled flexibility allowing us to deliver an exceptional client experience.  We strive to ensure that our clients are heard and then customize a solution that satisfies their needs.

Peter has more than 30 years of experience in the financial services industry as a Corporate Banker, an Investment Analyst, and a Portfolio Manager. His unique work experience with corporations, business owners, private and institutional investors brings a broad, knowledgeable and informed approach to customizing even the most complex financial plans for investors. He holds a Bachelor of Commerce Degree from the University of British Columbia with a major in Finance. Peter is also an Insurance Advisor and provides investment and financial planning services.

Bassim is the head of The Nahhas Paterson Group and has been helping clients navigate the complex landscape of wealth management since first joining BMO Nesbitt Burns in 1994.  He brings with him over 25 years of experience in a proven portfolio management and investing process, utilized globally by pension plans and institutions alike.

Experienced, Professional Advisor with a demonstrated history working with HNW Individuals and Families throughout various life cycles. Strong professional skills in Negotiation, Business Planning, Coaching, Asset Management, and Securities Analysis. Award winning Financial Planner whose business is built upon the foundational principle of being one of the most honest, ethical and straightforward advisors in the industry. An experienced strategist with knowledge on the development of corporate, agricultural and familial strategies to grow and protect assets. I am a long term partner to my chosen clients, working with them throughout the various stages in life and the inherent complicating factors. I work hard to reduce stress in my clients life to ensure that they are comfortable moving forward and confident in their financial future.

I work to understand a person’s or family’s Big Hairy Audacious Goals1 both now and 20 years into the future. Following a holistic approach and using proven systems and processes to reverse-engineer your path to meeting your milestones, I will create a WealthPlan to get you where you want to go. Where an added measure of expertise is required, I collaborate with wealth specialists across BMO Private Wealth to help you address multiple considerations including borrowing and financing; tax, estate and retirement planning; trust services; insurance solutions; business succession planning; legacy planning; and more.

With over 15 years of experience in the financial service industry, I have sincerely appreciated the importance in fostering strong client relationships amongst those I work closely with. My objective has always been, and will always be, to help clients achieve their personal financial goals and generational wealth by creating customized and integrated solutions to wealth management. I truly recognize the value of upholding a collaborative partnership and providing holistic advice in order to create a plan that works for you and your family.

Jayson has a passion for developing strong relationships with clients.  Having first joined BMO Nesbitt Burns in 2009, he brings with him extensive experience from previous roles in operations, business development, financial planning and investment advisory.  As Investment Advisor and Partner in The Nahhas Paterson Group, Jayson focuses on client relationship management, contributes to portfolio strategy and due diligence and collaborates with partners to address matters related to taxation and banking.  Jayson has a proven track record of delivering for clients, having been recognized internally with the BMO Spotlight Award several times and most notably as a recipient of the 2019 Support Team Award which recognizes the top 10% of eligible employees for exceptional performance.

Jayson holds a Bachelor of Commerce from Dalhousie University, with a double major in Finance and Marketing.  In keeping with his commitment to ongoing professional development, he has completed extensive coursework through the Canadian Securities Institute in financial planning, investment management, compliance and industry regulation.

Residing in South Surrey with his fiancé Heather, Jayson takes immense pride in the community we serve and is a proud supporter and advocate of the Canadian Mental Health Association (CMHA).  As a Seattle Seahawks season ticket holder and a Players Club Tour member at Morgan Creek Golf Course, he enjoys spending his free time working on his golf game and taking in local sporting events.

Starting her career in the financial industry 13 years ago, Eva Yang has been working alongside her clients throughout their life stage transitions when facing important financial decisions. In the past 8 years, she has been mainly working with physicians in BC to look after their financial well beings.

As a hardworking individual, she earned CFP (Certified Financial Planner) and CIM (Chartered Investment Manager) designation after obtaining her master degree in Economics. She brings her strong fundamental and technical knowledge to management of client portfolios, with the objective to deliver a diversified and smooth investment experience.