Who We Are
Richmond Wealth Advisory Team | BMO Nesbitt Burns
We’re a can-do team dedicated to the highest level of client responsiveness and service. We bring years of investment advising experience to each client’s situation. We put your needs front and centre, empowering you to make the right decisions to ensure you enjoy your wealth.
Investment Advisor, Wealth Advisor
I’ve enjoyed a career spanning more than 25 years as an Investment Advisor, most of that time with BMO Nesbitt Burns. My degree in Social Work has enabled me to become a trusted relationship manager with keen listening skills and the ability to break down goals into realistic steps. I build solid, lasting relationships with my clients based on their trust and confidence in me.
My husband, Steve, and I make our home in the beautiful Caledon Hills, where we take full advantage of all the outdoor activities the area provides. We love it when friends and our four adult children visit and spend time with us.
I joined BMO Nesbitt Burns as an investment representative on Bonnie’s team in 2003, bringing over 15 years of experience in the investment industry. Having completed my Canadian Securities Course and Conduct & Practices Handbook Course, to become a fully licensed assistant, I take pride in the dedication and loyalty I bring to both client services and administration.
I love spending time with my young son, Parker. We are big Blue Jays fans! I also enjoy running, snowboarding, travelling and reading.