Mark has worked in the investment industry for 30 years. Prior to joining BMO Nesbitt Burns in 2008,  Mark specialized in financial planning with BMO Bank of Montreal.He prides himself on building long lasting relationships with his clients and their families. 
He brings a depth and breadth of knowledge surrounding the ever changing market atmosphere and provides specialized solutions for clients with complex wealth management needs.

Mark and his wife live in Puslinch. When he is not hard at work in the office, Mark enjoys golf, hockey and traveling.

James’s career as an investment professional has spanned over 30 years. He is a Senior Investment and Wealth Advisor servicing clients out of the Waterloo office of BMO Nesbitt Burns.
He continues to take a keen interest in professional development by attending national conferences and seminars.
To help accumulate, manage and preserve personal wealth, James provides a full range of wealth management services. Be it investment strategies, financial planning, banking services, philanthropy or legacy planning.  With our in-house specialists and access to the expert resources within BMO Wealth Management, he has the services and resources you need to reach your financial goals. He offers timely, relevant, high quality investment advice.

Gretta joined BMO Nesbitt Burns in 1987. She is dedicated to providing the highest level of administrative and organizational services to our clients. With the most friendly smile and welcoming professionalism Gretta is able to assist with any questions regarding client accounts.

Gretta and her husband live in Kitchener. She enjoys spending time with her family and grandchildren.

Preston joined BMO Nesbitt Burns after studying Economics at Wilfrid Laurier University. As a newer face on the team, he brings a strong analytical foundation and a thoughtful approach to supporting clients.

With professionalism and attention to detail, Preston assists with day‑to‑day service needs and works closely with the team to ensure a positive client experience.

Evan’s career in the financial services industry is built on a strong foundation of academic and professional dedication. He currently serves as a Client Service Assistant, applying his expertise while completing his final year of an Honours Specialization in Finance at Huron University College at Western.

He continues to take a keen interest in continuous professional development and industry excellence. He has successfully written his CSC, CIRE, and RSE exams, notably achieving honour roll status with the Canadian Securities Institute.

To help clients successfully navigate their financial journeys, Evan provides dedicated, high-quality support across a range of wealth management services. Outside of the office, Evan is an avid skier who cherishes the fun and enjoyable times spent on the slopes with his family and friends.