Meet Our Team

Bruce is the founding partner of LaBelle Wealth Management at BMO Nesbitt Burns. His prudent and insightful portfolio management serve as the cornerstone of LaBelle Wealth. With three decades in the investment industry, Bruce is a Wealth Advisor. He is also life insurance licensed and works closely with BMO Estate & Insurance Advisory Services. Bruce uses his years of experience to provide long term vision and strategic planning, as well as pragmatic advice, to his clients and to his team.

Bruce earned a Bachelor of Commerce and a Bachelor of Arts Degree (Economics) from McMaster University. Committed to life-long learning, he holds the PFP and CIM designations and is a Fellow of the Canadian Securities Institute (FCSI).

Bruce has served as a director and volunteer on numerous corporate and charitable boards and organizations over the years. In addition to the time he enjoys with his partners and clients; Bruce has a love for friends, food, gardening, carpentry and life with Carla and their three children.

Born and raised in Thunder Bay Kelvin graduated from Lakehead University with an Honours Bachelor of Commerce Degree in 2001. He immediately started working in the Financial Services industry holding various positions before joining BMO Nesbitt Burns in 2012. Kelvin joined the LaBelle Wealth Management team in 2017 as an Associate Investment Advisor.
 

Dedicated to continued learning and development of his professional expertise, Kelvin has achieved the Chartered Financial Analyst® (CFA) designation. The CFA credential has become the most respected and recognized investment designation in the world.  Kelvin is life insurance licenced and works closely with BMO Estate Insurance Advisory Services Inc. and has obtained the CERTIFIED FINANCIAL PLANNER®, PERSONAL FINANCIAL PLANNER® and the CHARTERED INVESTMENT MANAGER® designations.

Kelvin and his wife Nikki have a wonderful daughter, Bianca. Together they are blessed with extended family close by and savour time together. Deeply committed to health and fitness they can often be found at the gym. Kelvin stays active in the community participating in various committees.

With almost 30 years of financial services experience, Dawn has worked closely with Bruce for 26 of them. It isn’t every day that you encounter a person who loves their job, but Dawn can honestly say that she is one of those lucky people. As an Investment Advisor, Dawn is deeply committed to the people she serves and has a gift for creating long-term comfortable relationships. She is a good listener who anticipates requests and remembers personal details that build and strengthen authentic connections. Always happy to reach out and help, she brings a dedicated & positive attitude to work that her clients appreciate.

Dawn specializes in wealth management for individuals, families and institutions and is committed to building solid, lasting relationships with all her clients while working with them and their family members to achieve their wealth planning goals. As a certified Life Coach she is also interested in helping guide clients through their different life stages and takes great pleasure in listening and offering support as they make transitions.

Professional development is important to her and she has completed the Canadian Securities Course and Conduct and Practices Handbook designations as well as the Wealth Management Essentials Course.

Dawn and her husband are both originally from Thunder Bay and have 2 daughters. Dawn loves spending time outdoors with her family, running, paddle boarding, golfing and camping. Her favourite time of year is winter and she is often found outside in the snow. She is also active in the community and always ready to lend a hand volunteering with various non-profit groups.

I have work experience across a variety of fields. I was a member of the Royal Canadian Navy for seven years, a Civil Engineer for two years, a Financial Advisor for two years, and a Financial Planner for two years at BMO. Throughout my career I’ve honed my communication skills, and ability to explain complicated subjects in simple terms. These roles have equipped me with a versatile skill set, but my true passion lies in wealth management, where I blend technical knowledge with a personalized approach to financial planning.

My educational background spans multiple disciplines. I have a Bachelor’s Degree in Civil Engineering from Lakehead University, as well as completing numerous different finance industry exams. I’m most proud of attaining the CFA Charter, which is widely regarded as one of the most rigorous and comprehensive sets of exams in the finance industry.

Whether advising on building wealth, preparing for retirement, or estate planning, I work closely with clients to navigate the complexities of their financial lives. By leveraging the resources of BMO Nesbitt Burns, I offer a full suite of wealth management solutions, ensuring clients have access to the most effective tools to achieve their goals.

Outside of work, I’m passionate about lifelong learning and enjoy spending time with family and friends. I look forward to building a long term relationship, and to becoming the best part of your financial picture. I truly believe that nothing’s too big or small for an email or call, so don’t hesitate to reach out.

Laura is a young professional who joined the LaBelle Wealth Management team in August of 2020 and has been working in the financial services industry since 2012. With a can-do attitude and always with a smile, Laura has infused her career with a contagious positivity and has remained committed to providing financial guidance and support, combining expertise with a genuine desire to make a difference in people's lives. 

Laura attended Lakehead University and graduated with an Honours Bachelor of Commerce degree in Finance & Accounting. She also holds several designations including the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials and completion of the Life License Qualification Program. Laura is continuously furthering her education and pursuing further professional designations in her field, as she strives to offer a holistic approach that combines wealth management with a deep commitment to support and educate others through all financial situations or life transitions.

Born and raised in the natural beauty of Thunder Bay, Ontario, Laura's love for the outdoors and passion for sports invigorate her outside the office walls. Whether fishing at camp or embarking on a new adventure, she is fueled by creativity and a commitment to uplifting those around her.