Senior Investment Advisor
Jed Brezer is a Senior Investment Advisor at BMO Nesbitt Burns. He started working in the Financial Service industry in 1996 and he joined BMO Nesbitt Burns in March 2005.
Jed graduated from the University of Arizona. Prior to Joining BMO Nesbitt Burns Jed started and ran several small businesses in the US and Canada.
Jed and his wife Liz have two children, Brooklyn and Dawson. Together, they work very hard in their community of Vancouver with their kids' school, sports teams, and local charities.
Greg Vos, BA, LL.B
Senior Portfolio Manager, Senior Investment Advisor
Greg Vos is a Senior Portfolio Manager and a Senior Investment Advisor. He runs a discretionary portfolio management practice within BMO Nesbitt Burns. Greg has been with the firm for over 20 years.
Greg is South African by birth and a lawyer by training, so he comes to the investment world with a unique set of skills.
In his legal profession, Greg was exposed to a variety of business, personal, tax and estate issues. This experience has allowed him to bring a level of high expertise in strategic wealth management when working with his clients. This goes beyond the day-to-day investment management, as the team works with business owners on succession plans, entrepreneurs on corporate structure, sale agreements and families on inter-generational wealth transfer and their estates.
Having grown up in South Africa, Greg lived through Apartheid, the release of Mandela and the growth of a nation. Greg has lived in the UK, worked in the shipping industry trading commodities, travelled the world with his wife, seen recessions come and go, business successes and failures and the birth of family and the passing of loved ones. This is the fabric of life and the experience that he draws on when working with his clients.
One of the things that drives Greg is a passion to see his clients be successful. If he can help drive that success and partner with his clients in that process it is incredibly rewarding.
Flowing from that success is also the belief that he needs to give back to the community. One of his goals is to create better awareness of philanthropic causes and encourage the community and clients to participate in the process.
Greg and his wife have lived in Vancouver for over 25 years and spend their free time engaged in a host of outdoor activities from skiing and biking to windsurfing and kite-surfing.
David Mandell, BA, CIM®
Portfolio Manager, Senior Investment Advisor
David joined BMO Nesbitt Burns in 2015 and has worked in financial services & wealth management since 2010.
David was born and raised in Vancouver and he attended the University of Victoria where he majored in Economics. David is a licensed Portfolio Manager and a Senior Investment Advisor. He holds the CIM designation (Chartered Investment Manager) and the Level 1 Certified Financial Planner (CFP) designation.
David is on the board of directors for Youth Education Farms Society (YEF), a Canadian Registered Charity that he co-founded. YEF’s mission statement is to provide tuition for grade school and beyond to underprivileged and orphaned children in Swaziland, Africa and to develop agricultural social enterprises that can be used to create jobs and income for the deserving living in the surrounding Swazi communities. David also enjoys outdoor sports and travelling with his wife and children.
Marion Reems, BBA, CIM®
Senior Wealth Advisor, Portfolio Manager
Marion Reems is a Senior Wealth Advisor and a Portfolio Manager on the team. She is our business, retirement and estate planning specialist and she works closely with clients and in-house counsel to provide customized wealth management services. Marion has been with BMO for over 15 years and has over 20 years of experience in the financial industry.
Marion has a Bachelor of Business Administration (Honours) Degree with a major in Accounting and is working towards her MBA at Dalhousie University.
Marion enjoys spending time with her husband Brian and her two children Cleo and Oliver. She is an avid cyclist and is involved in BMO Private Wealth Women for Wealth Initiatives.
Lili Hao, BA, CIM®
Lili Hao is an Investment Advisor and has more than 15 years of experience working in the financial services industry. She previously worked as an account manager for another financial institution prior to joining BMO Private Wealth in 2015. Lili has the CIM designation (Chartered Investment Manager) and her BA from the University of British Columbia.
Lili can speak fluent English, Cantonese and Mandarin.
Mahad Farrukh, M.Sc., CFA
Associate Portfolio Manager
Mahad Farrukh is an Investment Specialist who brings a wealth of knowledge and expertise to our team. Mahad had extensive experience in active investing, idea generation, portfolio management, equity research and ESG integration. He has significant experience in Healthcare, Consumer, Technology and Alternative Sectors. Mahad previously worked with one of the largest institutional investors in Canada with a Global Equity team that managed close to $6 billion in assets at it's peak.
Mahad holds a Bachelor of Science (double majors) in Economics and Finance, Master of Science in Finance (specialization in Investment Management) and the Chartered Financial Analyst (CFA) designation.
In his spare time, Mahad enjoys cycling, playing football, hiking and listening to music.
Kenzy Ho, CIM®, B.Comm.
Associate Portfolio Manager
Kenzy Ho is an Associate Investment Advisor for the Brezer Vos Wealth Management Group. Kenzy was born in Hong Kong and raised in Canada. She graduated from the University of British Columbia with a Bachelor of Commerce degree majoring in Finance and Kenzy recently received the Chartered Investment Manager designation. Kenzy joined BMO Nesbitt Burns in 2009 and has over 20 years of experience in the financial industry. Prior to joining BMO Nesbitt Burns, Kenzy spent 10 years working in Hong Kong. She worked at Citi Smith Barney (Private Client Division) as a Senior Client Service Associate and was also involved in the early stages of an online brokerage firm which was a joint venture formed between JP Morgan & Pacific Century CyberWorks.
Kenzy works closely with our clients to ensure they receive quick, accurate and efficient service. Kenzy also assists with implementation and monitoring of client portfolios.
Kenzy can speak fluent English and Cantonese and is proficient in Mandarin as well.
Kenzy and her husband, Alex, are proud parents of their three children Kaitlyn, Gavin and Gabriel. Kenzy enjoys travelling with her family.
Samantha Cieslak, CFP®, CIM®
Senior Wealth Associate, Financial Planner
Samantha Cieslak is a Senior Wealth Associate and Financial Planner for the Brezer Vos Wealth Management Group. Samantha brings a wealth of knowledge and experience to the team as she has been in the financial services industry for more than 16 years.
Samantha is the Financial Planner on the team and holds the Certified Financial Planner designation (CFP). She also has the CIM (Chartered Investment Manager) designation.
Samantha enjoys spending time with her family, travelling and is an avid runner.
Ling Wu, CFA
Ling Wu joined our team in 2022 as a Wealth Associate. Ling has been with BMO since 2007 and has held positions in various roles within BMO, Nesbitt Burns and BMO Private Wealth. Most recently Ling has spent seven years at BMO Private Wealth working on the investment counselling side.
Ling graduated from UBC Sauder business school with a major in finance and she gained the CFA (Chartered Financial Analyst) designation in 2021.
Outside of work, Ling enjoys spending time with her family and friends, travelling and various outdoor activities.
Tracy joined our team in February 2020 as an Administration Associate. Prior to joining BMO Nesbitt Burns, Tracy worked as a Legal Assistant at a Notary's office where she gained valuable experience in administration.
Tracy can speak fluent English, Cantonese and Mandarin.
Client Service Assistant
Kelly is a Client Service Assistant and she brings a wealth of knowledge and experience to the role. Kelly previously worked with Jed Brezer at BMO Nesbitt Burns a few years back but decided to take some time off to raise her children.
Kelly's role will focus on delivering superior client service and serving all your administrative needs.
In her spare time, Kelly enjoys spending time with her husband Gus and their two kids Niko and Leo. She also enjoys waterskiing, sunny days at the beach and delicious food.
Client Service Assistant
Sarah recently joined our team as a Client Service Assistant. Sarah has worked in the financial services industry, specifically with the Bank of Montreal since 2012. Prior to joining the Bank of Montreal Sarah attended the University of Western Ontario where she graduated with a double major.
In her spare time, Sarah enjoys spending time with her family. She also enjoys good food, travelling, and spending time outdoors.
Jennifer joined our team in 2022 as an Administration Assistant. Jennifer brings a wealth of knowledge and expertise with having over twenty years of experience in various administrative roles.
Jennifer speaks fluent English and Cantonese. In her spare time, she enjoys spending time with her family.