Senior Investment Advisor
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.
Associate Investment Advisor
Brian was born and raised in Thunder Bay. He took a serpentine route into a career in financial services. After working for a decade in business Brian returned to university as a mature student to attain his Honours Bachelor of Arts in Actuarial Mathematics followed by a Master of Arts and postgraduate work in Pure Mathematics. Then with his fifth child on the way Brian left academia in 2005 to rejoin the working world at BMO Nesbitt Burns. He promptly partnered with Bruce as an Associate Investment Advisor.
Brian’s analytical mind and personable, client focused nature has made him an integral part of the team. He is adept at understanding complex ideas and simplifying them for practical use. Brian holds a variety of industry designations and is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
A proud father of 5 and grandfather of 3, Brian has offspring at all stages of life from married with career, to toddler. He cherishes all his varied family time. Away from the desk Brian is always active. He can often be found on the local waterways and rock crags, whitewater kayaking, canoeing, hiking or climbing. Winter brings skiing, hockey and volleyball.
Associate Investment Advisor
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.
Associate Investment Advisor
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 Associate 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.
Laura is a young professional who joined LaBelle Wealth Management in August of 2020 and has over 5 years of financial services experience. With a positive attitude and always a smile, her primary objective is to provide excellent customer service to clients and support her team of advisors by carrying out administration responsibilities.
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 and completion of the Life License Qualification Program. Laura plans to continue her education and pursue further professional designations in her field.
Born and raised in Thunder Bay, Laura loves everything outdoors. She is a fitness and sports enthusiast who enjoys spending time with family and her dog Cooper. In the summer months when not in the office, you will likely find Laura at camp with a fishing rod in hand.