BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Meet Our Team
Senior Investment Advisor, Financial Planner, Portfolio Manager
Phone: (403) 261-9573
Brad has been at BMO Nesbitt Burns for over 20 years. His team manages over $700 million for clients with an emphasis on portfolios that grow income year after year while preserving wealth. The team is made up of five professionals with unique backgrounds and over 100 years of combined financial industry experience. As part of the Calgary Eighth Avenue Place Branches, the team also benefits from the combined experience of more than eighty Investment Advisors administering close to $20 billion in assets providing unique access to corporate management teams and institutional investment executives. The advisors connect regularly to discuss portfolio strategy and investment ideas from BMO’s top-ranked research department.
Brad is an Honors graduate from both the Canadian Securities Course and the Professional Financial Planning (PFP) course offered by the Canadian Securities Institute. He received an Award of Excellence from the Institute for his PFP grade being in the top 1% in all of Canada. In addition to his B.Comm from the University of Calgary, he has also undertaken Master’s level studies in Theology.
As an alumni from the University of Calgary Dino's varsity basketball team, Brad is a volunteer coach for his daughter’s school and community teams. This coaching experience culminated in taking 19 girls, ages 13-17, from all over Western Canada on two tour teams to England in the summer of 2015 and again in 2019. Brad is passionate about coaching children and helping them achieve things they never thought possible, particularly in team sports where selfless values lead to the greatest possible rewards. Brad previously volunteered on the Calgary Fundraising Committee for the International Justice Mission, a Global Human Rights organization that rescues victims of slavery, sexual exploitation and other forms of violent oppression: https://ijm.ca/the-problem
Investment Advisor, Portfolio Manager
Phone: (403) 261-9536
Mark has been assisting his clients; with managing their wealth for nearly 25 years, all with BMO Nesbitt Burns or predecessor companies. He completed his Finance and Economics degrees at the University of Saskatchewan.
Mark and his lovely wife Laurel have three very active boys, four if you count Samy the Miniature Schnauzer. They are all great fans of sailing, fishing and any other water-related activities on the coast of BC. In his local community, Mark has been an active fundraiser for the Canadian Breast Cancer Foundation, and is a supporter of the Women in Need Society and The International Justice Mission. Mark has held many leadership and teaching roles through the Canadian Power and Sail Squadron, helping to promote individual boater education and safety on the water.
Mark is a full-cycle income investment specialist helping people build their portfolios to create a retirement income. Being able to maintain a person's desired lifestyle throughout retirement is one thing, but building to that stage of their investing life is yet another. Mark knows there are many steps on this journey to retirement, and is there to help manage your assets through the process. His portfolios are custom-tailored and are designed in a manner to utilize BMO Nesbitt Burns top research ideas, as well as having access to some of the best investing track records in the Canadian marketplace.
Associate Investment Advisor
Phone: (403) 261-9583
Bethany is passionate about helping clients realize their long-term life goals by helping them build and preserve wealth. She provides invaluable support to high net worth families with complicated financial needs. She focuses a great deal of her time preparing financial plans for clients. Hard working and detail-oriented she is familiar with client needs and is committed to helping you understand this complex financial world.
Bethany has worked in the financial industry for over 20 years. She completed her Bachelor of Science Degree in Business Administration at The Ohio State University. She has her Canadian Securities Course, Series 7 & 63 U.S. Securities Course, Personal Financial Planner (PFP) designation and Wealth Management Essentials Course. She is also life insurance licensed in the province of Alberta. She is currently working toward obtaining her portfolio management designation.
In her spare time, Bethany enjoys mountain biking, hiking and reading. She also has volunteered for charitable causes including the Kids Help Phone and Alberta Children's Hospital Radiothon.
Alexandra (Alex) Lewis,
Phone: (403) 260-9132
Alexandra's positive and friendly attitude makes her an invaluable team member focused on delivering the highest level of client service. She is a main point of contact for any administrative needs and will ensure that you receive timely and helpful information related to your accounts. With over 13 years in the investment industry, Alexandra joined the BMO Nesbitt Burns firm in 2014 as an Investment Representative.
Alexandra’s role as a licensed associate includes daily management of client accounts: handling of all administrative requests including deposits, withdrawals, transfers, RRSP/TFSA contributions, client updates, tax information, account maintenance, providing ongoing client communications and acting as a primary contact for administrative inquiries.
Alexandra has a background in business analysis receiving her certification through Royal Roads University and is a firm believer in ongoing education to best serve our clients. In her spare time she enjoys, travelling, volunteering, and home renovations. She has a partner in crime - a four-legged furry companion named Sofia; a lab-retriever cross with a big heart.
"I really enjoy getting to know our clients and developing a relationship with each one."
Phone: (403) 261-9535
Astrid Bastiaanssen, Administrative Assistant-Astrid has an extensive background in the property/casualty insurance industry. Her most recent experience was with Sun Life Financial working to provide administrative support to Advisor’s. Astrid’s role is to assist the team to ensure we are providing great customer service to our client’s. Astrid values the importance of client service and looks forward to expanding her knowledge in all areas of the financial industry. In her spare time she enjoys reading, movies and travelling.