Meet Our Team

David Ferrie

Senior Portfolio Manager

David is responsible for all investment strategies within the Ferrie Wealth Management Group. David manages the portfolios through daily and vigorous risk analysis of the overall market and the portfolios individual asset classes. He has worked with BMO Nesbitt Burns since 1987, and is a Senior Portfolio Manager. 

Anthony Petruccelli

Portfolio Manager, Financial Planner (PFP®)

Anthony oversees all client account asset allocations and is the principal trader for the team. He also assists with clients’ estate and financial planning needs. Anthony has worked with BMO Nesbitt Burns since 2000 and has completed the required courses to earn his Financial Planning (PFP). He is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and can offer our clients options trading. More recently, Anthony has become a Portfolio Manager. 

Our Partners

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Timothy Simpson

Estate & Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. 

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.