Address

BMO Nesbitt Burns
1600 Carling Ave.
Suite 410
Ottawa, ON
K1Z 1B4

Contact Us

Our Team



 

Vicki Hersey, CPA, CA, CFP® 
Wealth Advisor

Tel: (613) 798-4261 
E-mail: vicki.hersey@nbpcd.com
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Vicki is a Chartered Professional Accountant and a Certified Financial Planner. For more than twenty years, she has been providing trusted financial planning and investment advice to her clients.  Prior to joining BMO Nesbitt Burns, Vicki was a senior manager with a public accounting firm in the Small Business Advisory Group and then moved to a large Ottawa-based law firm where she managed their business operations as controller for eight years. Outside of work, Vicki will be found with Dan enjoying their cottage and the ski hills or at the curling rink.

 

Jodie Harrison, B.Com. PFP®  
Wealth Advisor

Tel: (613) 798-4772
E-mail: jodie.harrison@nbpcd.com
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Jodie is pleased to have returned to BMO Nesbitt Burns as a Wealth Advisor. Prior to this, she rounded her previous twelve years at BMO Nesbitt Burns with an institutional position at TD Asset Management. In her role there as Regional Vice President, she worked with over 200 Financial Advisors in the National Capital Region. Jodie felt compelled to return to Wealth Management due to her passion for working with clients. She develops and implements financial plans as well as provides investment advice to help clients achieve financial success. In her free time, she enjoys skiing with her husband and daughter.
 

Cory Steele, B.Com. 
Associate Investment Advisor

Tel: (613) 798-4211
E-mail: cory.steele@nbpcd.com
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Cory is an Associate Investment Advisor and is currently working on obtaining his Certified Financial Planning designation. He has been providing our clients with exceptional service and gained experience at TD Private Investment Advice for two years before joining our firm. Prior to that, Cory worked for TD Direct Investing for four years, where he placed trades, maintained client accounts and helped provide online web support. When he is not at the office, Cory enjoys spending time playing hockey and baseball.
 

Sam MacKechnie, BA Econ 
Investment Representative

Tel: (613) 798-4234
E-mail: sam.mackechnie@nbpcd.com
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Sam is an Investment Representative and is currently working on obtaining his Certified Financial Planning designation.  He is responsible for the administration of accounts and assists the team with managing the day-to-day operations to ensure our clients receive outstanding service.  Before joining our team, Sam worked with Scotiabank where he provided comprehensive advice to clients with banking, credit analysis and investment management.  He spent three years prior to that at Scotia MacLeod where he assisted clients and advisors with financial planning, business development and administration.  In his spare time, Sam enjoys skiing, golfing, sailing and he loves to cook.

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