Greg values the relationships he has formed with his clients since he began as a wealth advisor over 25 years ago. His goal is to be a trusted partner with his clients to help them secure their financial future.
Since joining the firm in 1993, Greg has attained various accreditations and continually focuses on professional development. He has been a member of the firm’s President’s Council for many years and has served on policy and marketing committees of the firm and BMO. Greg is committed to giving back to the community, both locally and internationally. Throughout the years, he has been a member of the board of organizations such as Laing House and the Acadia Alumni Association. His love of sport has led him to coaching with local sports organizations. Greg and his wife support UNICEF Canada and engage their daughters in this work. His family inspires him every day and he enjoys his days with them from the basketball court to the supper table.

Chris has been a trusted investment professional since 1999. He joined BMO Nesbitt Burns in 2009. As a Wealth Advisor in the Bakeeff Cruikshank Group, Chris will create a financial assessment for you based on your investment objectives, risk tolerance, and income requirements for your long- and short-term goals. Drawing on BMO Nesbitt Burns’ wide range of wealth advisory services and solutions, he will provide you with a customized investment plan that not only meets your current needs but also puts you on track to enjoy a financially secure future.

Helen brings more than 25 years of wealth management experience to the Bakeeff Cruikshank Group. Along the way, she has honoured her commitment to professional development by achieving her Financial Management Advisor (FMA) designation and an appointment to the Fellowship of the Canadian Securities Institute (FCSI). Previously Helen was an Investment & Retirement Planning advisor within the BMO branch network. She plays a key role in helping clients achieve their investment and retirement goals. With access to industry leading research, proprietary products and services, she is committed to finding the best investment and planning solutions for your individual and family needs.

Bill joined BMO Nesbitt Burns in 2008 as an Associate Investor Advisor with The Fenton Wealth Advisory Group; forming valued partnerships with clients and collaborating on tailor-made investment plans.

His focus is to bring resources together to ensure that clients are meeting their goals and making informed decisions when planning for retirement.

When Bill is not working, he enjoys spending time with family as well as golfing or hiking with his two German Shorthaired Pointers

Karla’s has helped clients plan their financial future since 1996; joining Greg’s team in 2004. Karla has completed multiple accreditations in Securities Management, Financial Planning and Insurance Licensing. Most recently, she achieved Level One Certification for the Financial Planning Standards Council. KarIa values community involvement and supports the outreach done by Saint Matthew’s United Church. She is an avid supporter of the arts both as an audience member and as a performer. 
 

Shelagh is a Licensed Investment Representative with over ten years of experience in the Wealth Management Industry. In addition to completing her Canadian Securities courses, she holds degrees from both Bishop’s and Dalhousie University.She will be one of your first points of contact for any client service requests including requests for cash, registered contributions, tax documents and general account information

Corey began his career with BMO Nesbitt Burns in October 2021. Showing his ability and drive he has already completed his industry courses needed for Industry Licensing. He has a Bachelor of Commerce Co-op degree with a major in finance and is very passionate about financial markets and fitness