Ali recently celebrated her 30 year anniversary with BMO Nesbitt Burns. Ali is licensed as a Senior Portfolio Manager for clients who do not wish to be involved in the day-to-day investment decisions.  
 
Closer to home, Ali was a Rotarian including Past-President of the Victoria Club and a multiple Paul Harris award recipient. In her personal time, Ali and her husband, Paul, lead active lives with their three Labrador retrievers.  Ali competes in agility and, scent detection and, enjoys training non-competitively in rally and obedience.
 
Ali likes to think of herself as a retirement strategist.  Clients who are retired want to ensure financial security for themselves and their family whilst minimizing tax.  Clients who aren’t retired may be thinking about how much they need in order to achieve their goals for the future.  Whatever the retirement stage, Ali and her team have the ability to help make it a financial success.
 
Ali says, “We are absolutely committed to helping our clients achieve financial peace of mind.  We help our clients to envision the future and create a plan to realize their goals.  We have a disciplined investment process and, combine that with regular review for a fair and transparent fee.”

Luke was born and raised here on Vancouver Island, and is approaching his fifth year with BMO Nesbitt Burns. In his role on the team, Luke works closely with Ali to help clients manage their investmetns and plan for their financial future.

Luke believes that successful investing starts with understanding the person behind the portfolio. Every client has different priorities, whether they are building wealth, approaching retirement, or looking to create a lasting legacy for their family. His goal is to help make those decisions easier to understand and give clients confidence in the path ahead.

Outside of the office, Luke enjoys the lifestyle that comes with calling Vancouver Island home. He enjoys staying active, spending quality time with friends and family, and getting outdoors whenever he can.