Tel: 780-945-5278
Tel: 780-945-5201

Address

BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Contact Us

Our Team

Our Team: Over 100 Years of Collective Experience

 

Chris Beirnes,
Vice President, Senior Wealth Advisor, Portfolio Manager

Tel: 780-945-5213
Email: chris.beirnes@nbpcd.com


Chris brings over 25 years of experience in the investment industry. He has grown his practice by building solid relationships with his clients based on integrity, sound advice and personalized service. Chris focuses on designing, implementing and monitoring tailored investment plans for his clients.

Chris holds a B.Comm (Hons.) degree from the University of Alberta. Outside of work, he enjoys time spent with his wife and two children engaging in school, sports and the occasional holiday that may involve snowboarding or sailing.

Shannon Alex, 
Senior Wealth Advisor

Tel: 780-945-5289
Email: shannon.alex@nbpcd.com
Connect with me on LinkedIn

Shannon has spent the last 25 years serving high net worth investors and their families. He focuses across all areas of wealth management, from comprehensive financial planning to relevant tax, retirement and estate planning strategies.

Shannon holds a B.Comm (Finance) degree from the University of Alberta and holds a Certified Investment Manager designation. In his spare time he enjoys camping, fly fishing and skiing with his wife and twin sons.

Marvin Klein, 
Associate Investment Advisor

Tel: 780-945-5201
Email: marvin.klein@nbpcd.com
Connect with me on LinkedIn

Marvin brings extensive experience from various roles in the banking and investment industry. His focus is on creating and maintaining a great client experience by providing the highest standard of service for our long-standing clients.

Marvin obtained a B.Comm (Finance) degree from the University of Alberta. When not in the office, Marvin can be found with his family playing tennis, hiking, or biking.

Carole-Anne Parsons, 
Associate Investment Advisor

Tel: 780-945-5278
Email: carol-anne.parsons@nbpcd.com
Connect with me on LinkedIn

Carol-Anne has over 25 years of experience in the financial services industry, including in the areas of banking and financial planning. She is a results-oriented person with an impeccable eye for detail, ensuring all investment and administrative matters are handled professionally and efficiently. 

Carol-Anne emigrated from England in 1980 and has worked with many local charities, receiving several Community Service Citation awards. As a proud mother and grandmother, she enjoys golf, reading and travel.

Clara Tse, 
Administrative Assistant

Tel: 780-945-5236
Email: clara.tse@nbpcd.com
Connect with me on LinkedIn

Clara works closely to assist Carol-Anne with the day-to-day administrative duties. She can be contacted for cheque requests, RRSP/RRIF/RESP withdrawals, setting up ETF information and any Gateway issues.

She is an avid sports fan and enjoys planning vacations for sport experiences and attending art museums.

Clara is a graduate of the University of Alberta and has completed the Canadian Securities Course.