Abby Jackson, CFA®, B.Comm.
Investment Advisor and Associate Portfolio Manager
By caring, listening, and working hard to find just the right solutions, Abby develops deep relationships with her affluent clients in Calgary to help them achieve success in wealth and in life. Abby earned the prestigious Chartered Financial Analyst (CFA®) designation in 2019 to bring clients a powerful combination of sincere personal dedication and process-driven financial rigour.
Abby advises executives, professionals, and business owners, delivering high-quality wealth solutions, insightful advice, timely communication, and authentic engagement. She will discover your values and priorities, apply a disciplined and objective approach to portfolio construction, and collaborate across the entire BMO organization to implement full financial planning to help you achieve a lifetime of goals. Her individualized wealth platforms consider portfolio construction, tax planning, and cash flow management within the context of your timelines to address your short, medium and long-term goals.
Abby worked with leading independent and bank-owned investment firms before joining BMO Nesbitt Burns in 2022. She holds a Bachelor of Commerce from the University of Victoria with a specialization in Entrepreneurship, where she was formally recognized for excellence in leadership, academics, athletics, and public speaking. She also studied Economics for a semester at the University of Zurich.
In her spare time, Abby enjoys spending time with her family and staying active through a variety of sports and fitness classes.
Natalie Cohen
Client Service Associate
Natalie is a seasoned investment professional with over three decades of experience in the Wealth Management industry, including a long tenure with BMO Nesbitt Burns. She is known for her strong client service orientation, attention to detail, and ability to streamline processes to enhance operational efficiency and client satisfaction. Natalie manages account administration, supports the team’s operational and compliance requirements, and collaborates across a variety of professionals and lines of business to deliver a seamless client experience.
Throughout her career, Natalie has consistently been recognized for her excellence, earning top performance ratings year after year.
Outside of work, she enjoys spending time with her horse, Jazz, and her dog, Gus.