About Us

William A. Szego

Senior Vice President, Investment Advisor, Portfolio Manager

Tel (416) 359-7666

Fax (416) 359-7669

E-mail: Bill Szego


Bill Szego, HBA, CIM, FCSI, a Lindsay native, Bill has over 45 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.

Douglas M. Jones

Vice President, Investment Advisor, Portfolio Manager

Tel (416) 359-7667

Fax (416) 359-7669

E-mail: Doug Jones


Doug Jones, CIM, has been an Investment Advisor with BMO Nesbitt Burns for over 34 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 Portfolio Manager and a Vice President of BMO Nesbitt Burns. 

Terri A. Szego

Vice President, Investment Advisor, Portfolio Manager

Tel (416) 359-7677

Fax (416) 359-7669

E-mail: Terri Szego


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 Investment Advisor Advisory Council. 

When not in the office, Terri loves to ski and cottage with her husband John and their 3 kids.

Richard J. Lawrence, CFA

Portfolio Manager, Investment Advisor, Financial Planner

Tel (416) 359-5377

Fax (416) 359-7669

E-mail: Richard Lawrence


Richard 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.

Craig Cowan, CFA, CFP

Associate Investment Advisor

Tel (416) 659-9211

Fax (416) 359-7669

E-mail: Craig Cowan


Craig Cowan is an Associate Investment Advisor, specializing in investment management and wealth planning. Craig is passionate about helping clients gain a complete understanding of their finances. He brings over 15 years of experience assisting clients navigate the complexities that inevitably come with wealth, and has a unique ability to break down complex strategies into easily comprehensible action plans.
 
In his prior role with BMO as Director, Wealth Planning, Craig regularly advised high net worth individuals and their families across Canada on a wide range of topics, including corporate planning, retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies. 
 
Craig is a CFA Charterholder, Certified Financial Planner, and a Fellow of the Canadian Securities Institute. A native of St. John’s, NL, Craig holds a BA from Memorial University of Newfoundland and lives in Toronto with his fiancé and their beloved dogs.
 

Ann E. McCarron

Associate Investment Advisor

Tel (416) 359-7668

Fax (416) 359-7669

E-mail: Ann McCarron


Ann McCarron, BA Econ has over 20 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 rep baseball and soccer practice.

Mario Glavas​

Investment Representative

Tel: (416) 359-4008

Fax (416) 359-7669

E-mail: Mario Glavas


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.  In addition to being to process all trading orders for clients, Mario is also enrolled in the CFA Level II exam.

Glen Breglia

Senior Sales Assistant

Tel (416) 359-7049

Fax (416) 359-7669

E-mail: Glen Breglia


Glen Breglia re-joined BMO Nesbitt Burns in 2018, bringing over 19 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

Unlicensed Sales Assistant

Tel (416) 359-7069

Fax (416) 359-7669

E-mail: Bianca Creanga


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. 
 
Currently, Bianca is studying for the Canadian Securities Course. 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.