Our Team

 
 

William Brown, CFP, CIM, FCSI

Portfolio Manager & Investment Advisor

Bill started and ran two businesses before joining Nesbitt Burns in 1996. Embracing the entrepreneurial spirit, Bill felt his best opportunity was in the burgeoning investment business and has never looked back. In his over 20 years as a professional Investment Advisor, Bill has not only built a successful book of business with a small and efficient team, he has kept up with the changing environment with numerous accreditations including Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner ® (CFP), Partners, Directors and Senior Officers (PDO), and his Insurance and Options designations. Along with these certifications, Bill has been involved in branch management through to the end of 2020.

Additionally from 2011 to 2013, Bill took on the role of Manager of National Sales. He was also a member of a group of senior managers and Investment Advisors who developed Nesbitt Burns’ strategy to define a great client experience. In 2020 he renewed his focus on helping his clients build, manage, and protect their wealth.

Bill attended Upper Canada College and then graduated from the University of Toronto. He is an avid sailor and hunter and enjoys all aspects of the outdoors, particularly being near water. He and his wife Sandy reside in North York, which is part of the GTA. They have three kids named Lauren, Andrew, and Kennedy.

Samia Beg, MBA, CIM

Associate Investment Advisor

Samia has spent over 15 years in the financial industry helping clients reach their desired goals. She provides invaluable client service and administrative assistance to our respected clients. She is a dedicated and efficient professional who brings a high level of client services to an endless variety of tasks.

Specifically, Samia’s main role on our team involves using her deep knowledge and unique strategies for maintaining discretionary accounts. She contributes to our client’s positive experiences because she is first to help offer her incredible expertise with respect to developing and preparing all sorts of personalized financial plans that help reach our client’s goals. Additionally, Samia can assist with account opening, stock quotes and research, trade execution, online account access, statement details and reports, tax reporting, creating retirement plans, portfolio reviews, and transfers, along with a number of other areas of expertise. Her ingenuity, helpful manner, and proactive approach to exceptional client service have proven to serve as irreplaceable assets for the group’s overall success.

Samia has an MBA in Marketing from Lahore University of Management Sciences in Pakistan. She has also achieved the Chartered Investment Manager (CIM) designation in Canada as well as the Financial Planning Supplementary Course. Samia speaks English, Urdu, Hindi, and Punjabi.

Outside of the office Samia enjoys yoga, hiking, swimming, travelling, and most of all spending time with her family.

Daniela Leung, CFP

Associate Wealth Advisor

Daniela works closely with Bill to manage client’s portfolios. She provides clients with personalized and comprehensive advice on investment management, retirement planning, estate planning, business succession planning, philanthropy, and tax minimization strategies. She emphasises getting to know her clients and their families, appreciating their goals, concerns, wants and needs. Daniela helps them ask the right questions: Do they have enough to retire? Are they protected with sufficient insurance?  Is their wealth transfer plan accurate and comprehensive? For almost 20 years, Daniela has helped families answer these critical questions and developed appropriate strategies to reach their unique goal.
Daniela started her career at Bank of Montreal in 1998 and joint BMO Nesbitt Burns in 2000. She is Certified Financial Planner (CFP) and holds Securities and Options License. She successfully completed Wealth Advisory Program and earned her Wealth Advisor credentials. Daniela holds a Masters degree in Psychology and Speech Pathology from Charles University in Prague.
She is a proud mother of two children Nathalie and Adam. In her spare time, she enjoys downhill skiing, golfing, travelling and spending time with her family.

Mikhail (Mike) Kop

Business Development

Mikhail (Mike) is an associate with the Bill Brown Wealth Advisory team, specializing in business development. Mike has spent the past 5  years in the financial services industry helping clients as a financial planning associate. Mike has graduated from York University with an Honours Bachelor's degree in Finance. He is Securities licensed and intends to utilize his knowledge to help prospective clients with their day to day financial needs and overall long-term investment strategy.

Aside from learning about the markets, he likes to work out at the gym, watch documentaries, read, has a keen interest in human psychology and camping in the great outdoors.