Terri A. Szego

Senior Portfolio Manager, Senior Investment Advisor, Senior Wealth Advisor

Terri Szego, MBA, CFA Prior to joining BMO Nesbitt Burns in 2004, Terri first worked as a Mining Engineer and then as an Investment Banker specializing in the mining sector. Terri enjoys proactively providing her clients clear recommendations so they can focus their energy on their business and family. Terri holds both a MBA degree from the Richard Ivey School of Business (at the University of Western Ontario) and an Engineering degree from Queen’s University. In 2015, Terri was a nominee for the IIAC Top Under 40 award and is a current member of the BMO Nesbitt Burns Senior Management Committee. When not in the office, Terri loves to ski and cottage with her husband John and their 3 kids.

Douglas M. Jones

Senior Portfolio Manager, Senior Investment Advisor, Senior Wealth Advisor

Doug Jones, CIM, has been an Investment Advisor with BMO Nesbitt Burns for over 37 years. He has been active in various industry organizations and has served as President of the Toronto Society of the Investment Dealers Association. Doug has completed the Canadian Investment Management Course with the Canadian Securities Institute (CIM designation), and also the Wealth Advisory Program within BMO Nesbitt Burns. He is a Senior Portfolio Manager of BMO Nesbitt Burns. In his spare time, Doug enjoys spending time with his wife and their two kids at their cottage.

Richard J. Lawrence, CFA

Senior Investment Advisor, Portfolio Manager, Financial Planner

Richard Lawrence, CFA joined BMO Nesbitt Burns as an Investment Advisor in 2011 and loves working with clients who aspire to or have achieved financial independence. Prior to joining BMO Nesbitt Burns he worked as a software consultant for financial services companies at Hugh Group Inc. and at the Toronto Renewable Energy Co-operative; a project incubator and educational resource for community power projects. He obtained a B.A. in economics from Trinity College in Hartford Connecticut. As a former NCAA Div. III Rookie of the Year and All-American tennis player at Trinity, Richard enjoys being active when out of the office. This includes everything from rock climbing and golf to chasing after his children and dogs.

William A. Szego

Senior Portfolio Manager, Senior Investment Advisor, Financial Planner

Bill Szego, HBA, CIM, a Lindsay native, Bill has over 50 years experience as an Investment Advisor and uses that historical context of the markets to manage portfolios and counsel his clients. Bill received an honours business degree (HBA) from the University of Western Ontario and completed the Canadian Investment Management course. Bill was twice named Salesperson of the Year at BMO Nesbitt Burns and was twice an Ontario semi-finalist for the Investment Dealers Association’s Distinction Award. Bill also held the position of Branch Manager from 1996-1999.

Bill and his wife Gail have 10 grandchildren and they enjoy playing tennis and bridge.

Hill Su, CPA, CA, CFA, CFP, MAcc

Financial Planner And Investment Associate

Hill Su is joining the Szego team as an Financial Planner and Investment Associate. Hill’s education background includes a Master of Accounting degree and a Bachelor of Accounting and Financial Management degree, both from the University of Waterloo. Hill is a CPA, CA and earned his charter with PwC. He also holds the CFA and CFP designations. Hill joined BMO Private Wealth in February 2019 as a Senior Wealth Planning Consultant. Prior to joining BMO, Hill worked with a boutique wealth management firm advising professionals and business owners on financial planning, tax planning, and estate planning. Hill currently resides in Markham with his wife and his daughter. Hill enjoys playing sports and is an avid basketball fan.

Ann E. McCarron

Associate Investment Advisor

Ann McCarron, BA Econ, has over 25 years’ experience in coordinating and communicating investment ideas to clients on behalf of our team. Ann is responsible for trading, financial planning and client service. Ann, her husband Harj. and their two children enjoy cultural adventure travel when not busy with elite baseball.

Mario Glavas​

Registered Representative

Mario Glavas, joined BMO Financial Group in 2013 and is responsible for administrative support and client service. Mario leverages excellent communication and organization skills to manage all client requests, while bringing a methodical approach to problem resolution.

Glen Breglia

Senior Sales Assistant

Glen Breglia re-joined BMO Nesbitt Burns in 2018, bringing over 20 years of experience in the investment industry. Glen graduated from the University of Toronto and is a Registered Representative. He is an integral part of the team’s day to day operations, providing superior client service that meets the high standards of our valued clients. Running, hockey, tennis and the outdoors are just a few of the things Glen enjoys while maintaining an active and healthy lifestyle.

Bianca Creanga

Investment Representative

Bianca Creanga began her career at BMO Nesbitt Burns in 2016. She worked at BMO throughout her studies in University, which were recently completed at the Ryerson Ted Rogers Business School. Her Commerce degree focused primarily on Marketing and Law. Her role on the Szego Jones Szego Lawrence Wealth Management team consists of assisting with documentation, client transactions along with other daily administrative support duties. She enjoys reading and traveling while also making sure to keep active in her spare time. She is a lover of chocolates and all things sweet. Bianca was born in Romania and is also fluent in Romanian.