David Kozier, B.Sc., CIM, FCSI

Portfolio Manager, Wealth Advisor

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.

Jordan Lee, BA

Investment Associate

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 has completed all 3 levels of CFA.  

Michelle Hou, B.Comm.

Senior Associate

Michelle is a graduate of the Sauder School of Business, University of British Columbia.  With more than 15 years of experience in the financial industry, Michelle provides exceptional service to each of our clients.

Our Partners


Bill Chatson

Mortgage Specialist, BMO Bank of Montreal


Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.


Valerie Chan, CPA, CA

Director, Wealth Planning, BMO Wealth Planning

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations. 


Kyler Jukes

Senior Private Banker, BMO Private Wealth

As a Senior Private Banker with BMO Private Wealth, I create and implement custom banking and lending solutions for Ultra High Net-Worth individuals, entrepreneurs and families, ensuring dedicated, results-oriented service to help propel them and their business forward. 
Acting as a trusted partner, my sole focus is to meet the unique needs of every client through a consultative and responsive approach, inherently forming deep and meaningful long-term relationships and delivering exceptional personalized service. Drawing on a significant depth of industry expertise and creative insight, I take the time to simplify and address the inherent challenges of wealth – from the unified management of my clients personal, trust, business and holding company accounts, to offshore income and highly complex credit structuring.
Integrating the disciplines of taxation, financial and estate planning, and business advisory through our in-house network of technical specialists, I’m able to seamlessly execute on delivering timely and efficient access to capital, ensuring ongoing alignment with my client’s objectives.