Address
BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map
Contact Us
Our Team
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David Kozier, B. Sc., CIM, FCSI
Portfolio Manager, Wealth Advisor
Tel: 604-443-1558
Toll Free: 1-866-308-9495
Email: Dave.Kozier@nbpcd.com
 Connect with me on LinkedIn
Advising clients since 1991, David is a Wealth Advisor and Portfolio Manager providing discretionary portfolio management solutions. David is also a Chartered Invesment Manager and Fellow of The Canadian Securities Institute.
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Jordan Lee, BA
Associate Investment Advisor
Tel: 604-443-1570
Email: Jordan1.Lee@nbpcd.com
Jordan is a graduate of the Vancouver School of Economics, University of British Columbia. In university, Jordan focused his studies on the intersection of economics, finance, mathematics, and statistics. Prior to joining Nesbitt Burns, Jordan worked in pension consulting as an actuarial analyst at a leading global advisory company. Jordan is a CFA Level 2 Candidate.
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Michelle Hou, BCom
Senior Sales Assistant
Tel: 604-443-1589
Email: Michelle.Hou@nbpcd.com
Michelle is a graduate of the Sauder School of Business, University of British Columbia. With more than 10 years of experience in the financial industry, Michelle provides exceptional service to each of our clients.
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Our Partners
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Bill Chatson
Mortgage Specialist, BMO Bank of Montreal
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Jamie Wilson
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services
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Valerie Chan, CPA, CA, CPA
Director, Wealth Planning, BMO Wealth Management
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Kyler Jukes
Director & Senior Private Banker, BMO Private Banking
Tel: 604-665-3782
Fax: 604-665-7461
Email: Kyler.Jukes@bmo.com
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