Our Team

Born in Toronto, Paul has lived almost his entire life in London and considers it home. Paul attended local public and secondary schools, graduating from the University of Western Ontario in 1988. Paul’s father worked for a prominent local insurance company so, carrying on in the financial services field, Paul joined Bank of Montreal in 1988 and has remained with BMO Financial Group for the past 30 years.

A seasoned investment advisor, Paul enjoys working with individuals and their families to not only manage their wealth but to develop a comprehensive investment, retirement and estate plan that addresses a wide range of family needs. The goal is to ensure that wealth remains with the individuals (and their family) that created it. Paul believes that working with families and their trusted professionals is a necessary step in planning for the future and should tie in with any investment program.

 Paul believes in giving back to his community. He volunteers through a local church providing meals for the less advantaged, has been a minor league baseball coach and is involved with KidSport which raises funds to help local youth participate in sport when otherwise this would not be financially viable. Paul is a member of the Children’s Health Foundation (CHF) Investment Committee and joined the CHF board in 2018. Paul has two grown daughters who live and work in London. He and his wife Kelly reside in Old South with their golden doodle Archie. When not working on the yard or by the pool, both Paul and Kelly can be found on the golf course.

Brian graduated with an MBA from the University of Western Ontario in 1981. He immediately joined a national investment firm in London as an Investment Advisor. Over the years Brian has had both branch management and investment advisory roles in various parts of the country. In 1993 Brian came back to London as manager of the Nesbitt Thomson office and in 2005 stepped away from the management role to focus on his private client investment advisory practice.  Brian’s focus for his clients is on preservation of capital, income, risk management and a reasonable level of growth.
 
Brian has two grown children that are busy pursuing their own careers. When not in the office Brian enjoys the gym, reading and hiking at the cottage with his wife Kathy.
 

Janice was born and raised in London, Ontario where she still resides today. After graduating from the University of Western Ontario with a degree in Business Administration, and a major in finance, she started her career in the financial services industry in Guelph, Ontario in 2007. Janice worked for BMO for 13 years as a Financial Planner for Investment and Retirement Planning where she spent her time preparing financial plans and developing relationships with high-net-worth clients.
 
In 2019, Janice was ready for a new challenge. She made the decision to move to BMO Nesbitt Burns as an Investment Advisor and she hasn’t looked back. This has allowed her to deepen her relationships with her clients and provide more in-depth advice on investments and retirement planning, tax efficiency, estate planning, and cash flow analysis. Through a disciplined approach to saving and investing, she is able to put together tailor-made financial plans to provide peace of mind for her clients, while helping them to achieve their goals and dreams.
 
In her spare time, Janice enjoys playing soccer and basketball, and camping with her husband and two young children.

Rachel Benedict places a strong focus on relationships as an Investment Advisor with The Creighton Dunn Sumler Group at BMO Private Wealth in London, Ontario. Her philosophy centres on understanding not just the numbers, but the stories, values, and aspirations behind each client's wealth, because she knows that meaningful financial guidance starts with meaningful relationships.

Drawing on her decade of experience in financial services, Rachel works collaboratively with successful individuals, including business owners, physicians, retirees, and emerging investors. She excels at tailoring clear, goals-based strategies that align with each client's unique vision for their future. Rachel leverages—and contributes to—our team's collective expertise in portfolio construction and financial planning to deliver comprehensive wealth management solutions. Her collaborative approach ensures clients benefit from the depth of experience and specialized knowledge across the entire team.

Rachel's commitment to building strong relationships extends beyond her professional practice. She actively contributes to the London community through her involvement with the Children's Health Foundation, where her leadership role as co-chair of the Magical Winter Ball committee demonstrates her dedication to making a positive impact. Rachel also serves as a committee member for both Bowling for Miracles and Wine, Women and Shoes.

A graduate of Western University, Rachel holds an Honours Bachelor of Arts and the ability to understand and connect with people from all walks of life. Outside the office, she maintains an active lifestyle through regular fitness training and golf, while prioritizing quality time with family.

Michael was born in the GTA but has spent most of his life living in London, which he calls home. After graduating from Fanshawe College with a degree in Professional Financial Services, Michael joined BMO where he helped clients with their investment, lending, and other financial needs. In 2022 Michael joined BMO Nesbitt Burns, bringing his knowledge of the financial industry to help better serve clients.  

Michael and his wife Jessica welcomed their first child in 2021 and are expecting their second child 2023. In their spare time they enjoy exercising, cooking, and spending time at their family cottages.

Lisa was born and raised in London, living in various areas of the city. She attended University of Western Ontario, where Lisa graduated with a Bachelor of Arts degree in 2005. Lisa then joined BMO Nesbitt Burns in 2006. Lisa’s years of experience and caring nature have made her dedication to provide excellent client service a top priority.

Lisa and her husband Sam have two young children. In their spare time, they enjoy spending time as a family, traveling, swimming, gardening, and cooking

My name is Binal Mehta. I graduated from Lambton College in 2023 with a diploma in Financial Planning and Wealth Management. Shortly after graduation, I began my career with CIBC Wood Gundy, where I gained valuable experience working in wealth management. Originally from India, I moved to Canada in 2021 to pursue my studies. I lived in Sarnia during my time at Lambton College and for work at Wood Gundy and have now relocated to London for this exciting new opportunity. In my free time, I enjoy cooking, exercising, and spending time with friends. I am also looking forward to getting involved in the London community and exploring everything this wonderful city has to offer. I am excited to work alongside you all and learn from the team.