Christopher is a Portfolio Manager and Wealth Advisor who provides comprehensive advice and services to multi-generation families and young professionals.  He takes pride in being able to simplify and communicate the often complex investment process by educating and guiding his clients with language tailored to each person.
 
By carefully listening to clients and focusing on what matters most to them, Chris is able to develop holistic, personalized wealth plans, designed to help each client achieve their goals.  This focus on long-term planning and education about the big picture helps clients remain confident in the future, and comfortable in the present, even when times are tough and markets are difficult.
 
Christopher began his wealth management career in early 1994, when he joined Burns Fry Ltd working with a highly-respected senior Investment Advisor. From the beginning, Chris learned much about many aspects of the wealth management business, including client communication, client service, and investment and portfolio management.  This early experience taught Chris the importance of building long-term relationships with clients, and viewing investments and portfolio management within a big picture context. Chris became licensed as an Investment Advisor in 1998, and later became a licensed Wealth Advisor and Portfolio Manager, holding his Chartered Investment Manager (CIM) designation.
 
In the early 2000s Chris spent several years away from the investment business to start up and manage a successful furniture business focused on custom design and manufacturing, specializing in exotic wood species and traditional construction methods. Over the years of building furniture, Chris has designed and built everything from small incidental interest items, to complete furniture suites, to built-in cabinetry and free-standing staircases.  One of Chris’ chair designs was even featured in the Rogers Cup VIP lounge.
 
Chris grew up in Caledon, Ontario and currently resides in Oakville, Ontario with his wife, two daughters and two Labrador retrievers (who, incidentally, are not particularly skilled at actually retrieving anything!). For many years Chris volunteered a significant amount of his time and energy to coach his daughters in rep hockey with the Oakville Hornets Girls Hockey Club and soccer with the Oakville Soccer Club.  In recent years, Chris enjoys his free time pursuing his many sports passions, including fly fishing, hiking, camping, kayaking, cycling, running, and cross-country skiing, or his many hobbies, such as playing guitar, making fly rods, gardening, carpentry or building anything of interest.  It could even be said that Chris’ greatest passion is learning new skills and exploring new interests.
 

Jennifer helps individuals and families who are faced with the intricate challenges of an increasingly complex financial environment. They work together to navigate these complexities by developing customized objective-based plans that ultimately map the path toward their financial freedom. These plans cover multiple themes that provide meaningful insight and create measurable outcomes relating to retirement planning, managing cash-flow and income generation, estate planning, tax planning, and investment management. Jennifer and her Portfolio Manager construct investment portfolios focused on diversified, long-term fundamental strategies that are centered around the client’s priorities and goals. Jennifer executes all administrative activities and works with her Portfolio Manager to make all day-to-day decisions allowing clients to focus on what matters most to them. Communication and trust form the foundation of her relationships and these individuals can rest easily knowing Jennifer will always act responsibly.  

Prior to joining BMO Nesbitt Burns in 2017, Jennifer attended Sheridan College in their Banking and Wealth Management program where she graduated at the top of her class. She is a member of the SA Advisory Council, a select group of individuals across Canada in BMO Private Wealth who collectively work with enterprise partners and senior leaders to assess and execute initiatives within the Firm.  Jennifer is a young professional who demonstrates unparalleled leadership, integrity, and commitment to her clients.  

You will most definitely find Jennifer cheering on the Toronto Blue Jays in her free time. While she admits baseball may not be the fast-paced sport others enjoy, the sport has taught her many life-long lessons about teamwork and perseverance after playing competitive fast-pitch softball for nearly two decades. Jennifer lives in central Mississauga with her family and dog, Cash Puppy!