BMO Nesbitt Burns
255 Queens Ave.
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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.
Senior Investment Advisor
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.
Senior Sales Assistant
Marilyn was born in London and, as her father’s job involved frequent transfers, spent her early childhood in Toronto, and towns in Quebec and Nova Scotia before returning to Southwestern Ontario. Marilyn attended the University of Western Ontario, where she graduated with a Bachelor of Science in 1978. When her youngest child started school in 1987, Marilyn joined Burns Fry (a predecessor firm of BMO Nesbitt Burns) and has enjoyed working with clients ever since.
In their leisure time, Marilyn and her husband Cameron enjoy travel, walking, gardening and especially spending time with their family.
Senior Sales Assistant
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