Brad Aulthouse

Vice President & Managing Director, Portfolio Manager
 

Tel: 613-967-2250
Fax: 613-967-6054
Toll Free: 1-800-647-3998

Email: brad.aulthouse@nbpcd.com
LinkedIn
 Twitter
 

Brad's career as an investment professional in Quinte has spanned over 30 years. He opened the Belleville Branch of BMO Nesbitt Burns in 1994 and in 2008 was made a Managing Director of the firm.

He holds the designations of Portfolio Manager, Fellow of the Canadian Securities Institute, Certified Investment Manager and is a graduate of Trent University. He continues to take a keen interest in professional development by attending national conferences and seminars.

Brad says, "Over the years, my focus has remained the same ~ to work closely with clients, sharing my expertise and advice to help them successfully realize their investment goals."

Brad is experienced in developing personalized investment plans that take into account each client’s goals, risk tolerance and investment time horizon. Based on analysis of the client’s financial goals and current situation, an appropriate investment strategy is recommended. Each client’s portfolio is continually monitored to ensure their specific needs are met in both RSP and taxable accounts.He offers timely, relevant, high quality investment advice. This is possible by taking advantage of BMO Nesbitt Burns industry-leading equity research and through the BMO Nesbitt Burns Managed Assets Group which provides access to world-class managers. Additionally, as a Portfolio Manager, he offers clients the simplicity and convenience of discretionary portfolio management.  He has broad experience and a solid reputation in assisting individual, corporate and institutional clients.
 

Andrew Bandler

Portfolio Manager, Investment Advisor

Tel: 613-967-2180
Fax: 613-967-6054
Toll Free: 1-800-647-3998

Email: andrew.bandler@nbpcd.com
LinkedIn
 Twitter
 

Andrew joined our branch in September, 2009. Before becoming an Investment Advisor, he worked in the Geological Engineering field and has a Master of Science Degree in Civil Engineering from Queen’s University. His transition to a career in wealth management was a natural fit. Andrew says, "The training and experience gained in my engineering career have provided the critical analytical skills required for successful investing.”

He continues his professional development to remain abreast of new investment opportunities and strategies within the industry. Andrew acquired the designations of Certified Investment Manager (C.I.M.) and Portfolio Manager.

Outside of work, Andrew is a member of the Rotary Club of Belleville, the Quinte Chapter of the Professional Engineers of Ontario and serves as a member on the board of directors of Albert College.

Beth Primeau

Investment Representative

Tel: 613-967-5957
Fax: 613-967-6054
Toll Free: 1-800-647-3998

Email: elizabeth.primeau@nbpcd.com

Beth Primeau joined BMO Nesbitt Burns and our team in 2012. With the utmost care and professionalism, Beth processes all of our clients' investment orders and responds to issues and questions regarding client accounts. She ensures that all account documentation on file is current and accurate.

Clients can call her with any changes to account information or other administrative needs. Beth can also supply market quotes and answer inquiries regarding RRSPs, RESPs or RIFs.

Beth is a graduate of Ryerson University and continues with her professional development within the investment industry.

Donna Davies

Marketing Assistant

Tel: 613-967-4396
Fax: 613-967-6054
Toll Free: 1-800-647-3998

Email: donna.davies@nbpcd.com
 

Donna Davies joined BMO Nesbitt Burns and our team in 2001. Her years of experience in marketing bring a fresh perspective to my business and to the needs of our clients. Clients requesting stock research can contact Donna and she will access the most current research available. Regular client communication, Gateway inquiries, online presence, client events, branch marketing, and sponsorship opportunities are just some of the areas that she oversees in her role. Donna is a graduate of Queen's University.