Your Team

The Balderston name is well-known in Prince Edward Island for its farming business in Stratford and many valuable life lessons were learned growing up on our family farm. My interest in all things financial began at a very young age and I received a Bachelor of Business Administration from the University of Prince Edward Island in 1997. My career began at PricewaterhouseCoopers in Charlottetown and I completed an assignment in Boston, Massachusetts while with the firm. I received the professional designation of Chartered Accountant in 2002 and am a member of the Institute of Chartered Professional Accountants of Prince Edward Island. Prior to joining BMO Nesbitt Burns in March 2008, I spent six years at Prince Edward Island Business Development Inc. managing all aspects of a province-wide loan portfolio.

My wife Sonya is a Registered Nurse at the Queen Elizabeth Hospital in Charlottetown and we're proud parents of two daughters, Katie and Emma. 

It's a privilege to serve our community and I've enjoyed volunteering in the roles of Chair Strategic Giving Committee at Holland College Foundation, Board Chair at Queen Elizabeth Hospital Foundation, Board Member at Greater Charlottetown Area Chamber of Commerce, Council Member at PEI Institute of Chartered Accountants, and Board Trustee at Zion Presbyterian Church.

Originally from Summerside, PEI, Jessica graduated from Saint Mary’s University with her Bachelor of Commerce and has garnered over 25 years of experience in client services. Jessica entered the financial service industry in 2008, joining the Balderston Wealth Management team in 2015, where she obtained her IIROC Investment Representative license and advanced to the role of Senior Client Service Associate. As the first point of contact, today, she leads our administrative support team and is responsible for all aspects of delivery and client services.

Committed to providing excellence in service to members of her team and clients alike, Jessica is passionate about delivering a personalized and valuable experience to all. This mentality expands past just her team and clients, as Jessica focuses on building relationships and making connections with everyone she interacts with, including members of BMO’s extended network, who she works closely with. Thanks to her passion and drive, Jessica has been a recipient of multiple awards, including the Award of Excellence in Creativity and Innovation and the BMO Ambition Award 2022.

Karen is originally from Uganda and moved to Prince Edward Island in 2018 to pursue her studies in Business Administration at the University of Prince Edward Island. She graduated with a BBA in 2022 and entered the financial services industry in 2023. In 2024, she joined the Balderston Wealth Management team as an Administrative Assistant.

In her role, Karen provides essential administrative support, ensuring smooth day-to-day operations. She assists with client communications, document management, and scheduling while helping maintain an efficient and organized workflow. With a strong focus on client service and teamwork, she plays a key role in supporting both the team and clients.