Greg values the relationships he has formed with his clients since he began his career as a Wealth Advisor over 30 years ago. His goal is to be a trusted partner with his clients and help secure and simplify their financial future. Since joining the firm in 1993, Greg has attained various industry 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 for BMO Private Wealth. Greg is committed to giving back to the community, both locally and internationally. Throughout the years, he has been a Board Member 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 two daughters in this work. His family inspires him every day and he enjoys his time with them from the volleyball court to the supper table.

Chris brings over two decades of experience and expertise to the financial services industry, having embarked on his investment career in the late 1990s. With a steadfast commitment to fostering long-lasting relationships, Chris is dedicated to guiding clients through every stage of their financial journeys, ensuring that their needs are met with the utmost professionalism and care. In his role, Chris leverages the extensive suite of wealth advisory services and resources provided by BMO Nesbitt Burns. He and his skilled team work diligently to create tailored investment and wealth management plans that are both comprehensive and responsive to the evolving needs of families and individuals. By adopting a proactive approach, Chris not only addresses immediate financial goals but also helps lay a solid foundation for a prosperous, financially secure future. A passionate advocate for financial literacy and empowerment, Chris takes great pride in educating his clients on the importance of sound investment strategies and effective wealth management practices. He understands that navigating the complexities of financial planning can be daunting, which is why he strives to make the experience as seamless and informative as possible. Outside of his professional accomplishments, Chris finds his greatest inspiration in his family. Whether he is cheering on his daughter during her tennis matches or embarking on global adventures with his loved ones, Chris believes that these experiences enrich both his personal life and his professional perspective.

Bill is a dedicated Senior Wealth Associate with the Bakeeff Cruikshank Group, bringing nearly two decades of comprehensive financial services experience to his role. Throughout his career, Bill has demonstrated a profound commitment to cultivating long-term relationships with clients, understanding their unique financial needs, and providing tailored solutions that align with their goals. In collaboration with a team of seasoned partners, Bill specializes in crafting personalized financial plans and investment strategies designed to help families achieve their financial aspirations. His expertise encompasses a wide range of financial disciplines, allowing him to navigate complex situations and recommend optimal pathways for wealth accumulation and preservation. Residing in Hammonds Plains with his wife, Jo-Ann, and their two dogs, Remi and Jaegger, Bill values quality time with his family and takes pride in fostering a balanced lifestyle. Outside of his professional responsibilities, he enjoys golfing and engaging in a variety of outdoor activities, embracing the beauty of nature with his canine companions. Bill’s passion for both family and finance allows him to bring a holistic approach to wealth management, ensuring his clients’ journeys towards financial wellness are supported at every step.

Karla has worked with clients to plan their financial future since 1996. She is proud to say she has worked most of her career with BMO Nesbitt Burns, marking over 25 years. Communication is one of her strengths and it is her passion to bring information to clients that answers their questions and eases their mind. A life-long learner, she continually focuses on professional development and continuing education. When not at work she cultivates her creative side in the arts and in her never-finished garden. She actively lives to avoid single use items and to keep things out of the landfill. She will always say “yes” to thrifting and repurposing.

Shelagh has over fifteen years of experience in the Wealth Management Industry. She holds degrees from Bishop’s and Dalhousie University and is committed to ongoing professional development. She has completed several financial accreditations over the years, most recently Wealth Management Essentials and the Investment Advisor Training Program. Shelagh is dedicated to delivering exceptional service to clients, playing a vital role in the team's efforts to address client needs in wealth management and account management. Her commitment ensures that clients receive tailored support for their day-to-day financial activities. Beyond her professional responsibilities, Shelagh enjoys sailing along the south shore, where she spends quality time with her husband, Edward, their two children, Sophia and Ozzie, and their dog, Teddy.

Corey grew up in HRM and began his career with BMO Nesbitt Burns in October 2021. He became fully registered with CIRO as an advisor in July 2023. He has a Bachelor of Commerce Co-op degree from Dalhousie University with a major in finance. He is an active volunteer at the Ronald McDonald House Charities (RMHC) and is an avid runner and outdoorsman.