Our Team

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

Associate Investment Advisor

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.

Michelle Hou

Senior Sales Assistant

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.

Our Partners

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Bill Chatson

Mortgage Specialist, BMO Bank of Montreal

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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.

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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. 

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Kyler Jukes

Director & Senior Private Banker, BMO Private Banking