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Andrew McManus
Drew McIntosh
Christopher Burns
Kim Kaethler
Shelley MacDonald
Pam Kai

Tel: 403-296-9086
Fax: 403-296-2799
Toll Free: 1-888-326-7777

Address
BMO Nesbitt Burns
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
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Andrew McManus, CIM, FCSI, PFP
Portfolio Manager, Vice President
& Investment Advisor

Tel: 403-296-1247
Email: andrew.mcmanus@nbpcd.com
Connect with me on LinkedIn

"It’s not just about money……..it’s about peace of mind, choice and independence”

Andrew holds his Personal Financial Planner (PFP) designation, is a Chartered Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI). Along with providing insurance services, Andrew also incorporates detailed option strategies for clients. Andrew earned a BA in Economics and is a Portfolio Manager. As a discretionary portfolio manager, he has been instrumental in ensuring that the team remains on the forefront of the Canadian Wealth Management industry.

Learn more about Andrew

 

Drew McIntosh, CIM, BBA
Portfolio Manager & Investment Advisor

Tel: 403-296-2792
Email: drew.mcintosh@nbpcd.com
Connect with me on LinkedIn

A business graduate and veteran of the Financial Industry for more than twenty years, Drew is an Investment Advisor, Portfolio Manager and a father to four children.

After a decade of working in the corporate world as an investment specialist, Alison Keene convinced Drew to take the next step in his career by joining Keene and Associates at BMO Nesbitt Burns as an Investment Advisor. With his experience in Institutional Wealth Management, Drew worked closely with Alison and Andrew to further develop the Team’s discretionary portfolio management process, including its construction and individual security selection.

Learn more about Drew

 

Christopher Burns, CIM
Investment Advisor

Tel: 403-296-1890
Email: christopher.burns@nbpcd.com
Connect with me on LinkedIn

“My approach to managing wealth is to empower my clients by continuously educating them about the specific issues that may impact their financial future. The goal is that, over time, our relationship evolves towards a more of a partnership because they are aware of my efforts on their behalf, able to assess my performance and ultimately recognise the value that our relationship provides them."

Chris has been involved in banking and investments for almost 20 years. For the first 12 years of his career Chris advised a wide variety of corporate clients on how to generate additional revenue with the cash that would otherwise sit in their bank accounts.

Learn more about Chris

 

Kim Kaethler
Investment Representative

Tel: 403-296-0712
Email: kim.kaethler@nbpcd.com
Connect with me on LinkedIn

Building her career at the grassroots level of BMO Bank of Montreal, she advanced quickly from Customer Service Representative to Financial Services Manager and then on to BMO InvestorLine as a Trading Officer. She then made the leap to becoming a Senior Administrator with Keene & Associates and continues this dedication with the transition to McManus McIntosh Burns Wealth Advisory Group. With a sharp sense of stock market and portfolio review, she has perfected the art of follow through and is determined to resolve any client inquires. In addition to the CSC and PFP, Kim is Options Licenced and assists Andrew McManus in implementing the client option strategies.

Learn more about Kim

 

Shelley MacDonald, BBM
Investment Representative

Tel: 403-296-9086
Email: shelley.macdonald@nbpcd.com
Connect with me on LinkedIn

Shelley started her career at BMO Nesbitt Burns as a Cage Operations Administrator in 2010. For several years, she held several positions on both the administrative and managerial sides of the business. Her most recent role was Branch Operations Manager before joining the team in July 2017.

Shelley works to coordinate the efforts of the team and its individual members while striving to improve processes that streamline the operations of the team.

Learn more about Shelley

Pam Kai
Administrative Assistant

Tel: 403-296-1244
Email: pam.kai@nbpcd.com
Connect with me on LinkedIn

Pam joined the team in 2019 after being a stay at home mom to her two children. Prior to that, Pam worked in administration and event management for the Oil & Gas and entertainment industries.

Learn more about Pam