1484 Water Street, 3rd Floor
1875 Dilworth Drive
Darren K. Morcom, BBA, CFP®, CFA
Tel: (250) 717-2142
Jeff Buskell, BSBA Hon., CPCA, PFP
Jeff joins BMO Nesbitt Burns and The Morcom Wealth Management Group after being with BMO Bank of Montreal since 1999. For the past 10 years Jeff held the position of Financial Planner, Investment and Retirement Planning. Prior to this, Jeff was a Customer Service Representative and Financial Services Manager. Naturally Jeff is well versed in the educational side of the wealth business, holding an Honorary Business Degree, Personal Financial Planner Designation and is currently working towards his Portfolio Manager Designation. Jeff brings a natural ability to nurture and grow relationships with his clients and ensures that his clients receive the most expansive wealth management solution. Jeff has lived in Kelowna since 1994 and feels very fortunate to call the Okanagan home.
Kent Fearns, BA Econ., CIM
Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and has been helping high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. Her Solutions focus on minimizing risk, protecting their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.
Magnus’ role with our team is to work with us as needed to address any complexities in your financial plan. Magnus’ specific recommendations focus on your family’s particular needs including cash flow, tax strategies, investments, retirement, estate planning and will ultimately assist you in achieving your long-term goals. Magnus' Bio.
Magnus is a Chartered Professional Accountant (CPA/CA), Certified Financial Planner (CFP) and holds a Bachleor of Business Administration major in Accounting and Finance from the Okanagan School of Business. He received the Governor General of Canada Academic Silver Medal for the highest GPA of all the business graduates the year he graduated. He has also completed the CICA In-Depth tax course through the Charter Professional Accountants of Canada.
Magnus enjoys doing volunteer work such as facilitating financial literacy courses at their community church, acting as finance committee leader in their church, and coaching cross country skiing to kids. He speaks English, Norwegian and German. He was also in the Norwegian Army and performed armed security at the NATO headquarters in Sarajevo, Bosnia for 6 months.
We often engage our local experts at BMO Trust Company to act as your executor and to provide will reviews and will direction as part of your overall wealth plan.
Our industry leading group that among other services includes a large in-house department devoted exclusively to research currently covering more than 950 companies ensuring we find the best opportunities for your portfolio. The Economics department provides us with timely information and forecasts about the economies of Canada, the United States and the world. They also monitor and forecast trends in the price of currencies and commodities.
BMO Nesbitt Burns has a team of individuals providing timely insights and analysis, drawing from a broad range of resources within BMO Capital Markets as well as from third-party providers to identify recommendations for Canadian, U.S. and international equities, fixed income securities, as well as investment funds and exchange traded funds.
Asset mix recommendations are generated by the Private Client Investment Strategy Committee. The committee is composed of senior investment professionals with backgrounds in economics, fixed income, equity strategy and analysis, and portfolio management.
Whether you’re looking to secure a mortgage, personal or business loan or line of credit, or simply a bank account or credit card, we will work with you to introduce you to the appropriate specialist within BMO Bank of Montreal to assist.