Meet Our Team
Chris Cruikshank, CIWM
Wealth Advisor, Assistant Branch Manager
Chris has been a trusted investment professional since 1999. He joined BMO Nesbitt Burns in 2009 and was recently appointed Assistant Branch Manager for Nova Scotia. As the Cruikshank Wealth Team leader, Chris will create a financial assessment for you based on your investment objectives, risk tolerance, and income requirements for your long and short term goals. Drawing on BMO Nesbitt Burns’ wide range of wealth advisory services and solutions, he will provide you with a customized investment plan that not only meets your current needs but also puts you on track to enjoy a financially secure future.
Helen MacDonald, FMA, FCSI
Helen brings more than 25 years of wealth management experience to the Cruikshank Wealth Team. Along the way, she has honoured her commitment to professional development by achieving her Financial Management Advisor (FMA) designation and an appointment to the Fellowship of the Canadian Securities Institute (FCSI). Previously Helen was an Investment & Retirement Planning advisor within the BMO branch network. She plays a key role in helping clients achieve their investment and retirement goals. With access to industry leading research, proprietary products and services, she is committed to finding the best investment and planning solutions for your individual and family needs.