Your Team

Jordan is responsible for the team's Equity Strategy and prides himself on seeking out the best investment strategies to meet the ongoing income & growth needs of our clients. He has over 25 years' experience in the industry and joined BMO Nesbitt Burns in 2005. Jordan has obtained numerous designations including the PFP (Personal Financial Planner), FMA (Financial Management Advisor), FCSI (Fellow of the Canadian Securities Institute) and CIWM (Certified International Wealth Manager). Jordan has taken specialized training to achieve the Wealth Advisor Title. He is your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions.

Jordan is married to his wife Shannon and they have 2 children Carter and Madison. In his spare time Jordan has a passion for automobiles, cooking, gardening and travelling the world.

Crista is a key driver of our team's portfolio construction strategy, leading due diligence and spearheading research and analysis in both Fixed Income and Equity. With over 20 years of industry experience, Crista is your go-to expert for portfolio construction, investment consolidation, income generation, and any investment or market-related inquiries. Her deep expertise and strategic insights ensure that your financial goals are met with precision and confidence.

Crista is married to her husband Lee and they have 2 children, Aubrey and Jaelyn. She enjoys spending time with friends and family at their cottage in Prince Edward Island.

Sam supports the overall team strategy regarding portfolio construction on the team’s Equity and Fixed Income and Financial Planning mandates. With over 7 years of experience in the banking and investment industry, Sam is your contact for portfolio construction, investment consolidation inquiries, and any market-related questions. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), Sam combines his technical expertise with his extensive banking background to understand his clients' complex needs and deliver customized financial strategies that align with their goals.

Sam is married to his wife Victoria and they have one son Ennett. In his spare he enjoys golf, travelling and spending time with their dog Cruella.

Daniel brings over 14 years of international banking and leadership experience as CFO and CEO. He helps clients with investments analysis, portfolio management, and wealth strategies. Daniel holds a Master's in Finance and has successfully passed the CFA level II exam. He is currently preparing to sit for level III next year. Additionally, Daniel specializes in financial planning, offering comprehensive strategies to help clients achieve their long-term financial goals.

Daniel is married to his wife Gianni and they have one son Danny. In his spare time he enjoys working out, playing soccer and joining Danny's sport activities

Niki has authority over the account opening documentation, monitors the onboarding of your investments and account maintenance documentation. She has over 15 years’ experience providing administrative support. Niki prides herself on being timely and providing great customer service.

Niki is married to her husband Bryan and they have 2 young sons Stefanos and Dimitri. Niki enjoys travelling, however at this stage of her life much of her time is spent chasing after her boys. She also enjoys family bike rides and spending time with her big greek family.

Ashley plays an integral role in supporting both clients and the advisory team as an administrative assistant. She serves as the primary point of contact for incoming calls and office inquiries, coordinates appointments, and ensures requests are directed to the appropriate team members. Ashley also provides administrative support for account transactions, maintenance, and documentation. Drawing on more than eight years of administrative experience, she is committed to delivering a seamless and positive client experience.

Outside of work, Ashley is a proud mom to her son, Grayson. She enjoys spending time with him on weekend adventures, traveling, visiting the beach, reading, or snowboarding; she values making the most of every adventure together.

Shawn meets with you to answer all of your financial questions, big or small. How do I get income in retirement? Do I have enough? How do I transfer my wealth to the next generation efficiently? Do I pay off debt or invest? How do I minimize my overall taxes? Shawn is very passionate about her role as your Financial Planner as she takes the time to educate you, provides clear next steps and holds you accountable to meet your goals. She has over 20 years' experience within BMO Financial Group and joined BMO Nesbitt Burns in 2016. Shawn has obtained her CFP (Certified Financial Planner),CFDS (Chartered Financial Divorce Specialist), PFP (Personal Financial Planner), and CSA (Certified Senior Advisor) designations. She is also your contact to connect you with our BMO Experts for your financial needs including Insurance, Executor Services, Mortgages & Line of Credits and Business & Personal Banking.

Shawn has a daughter Teagan. When Shawn is not busy navigating those fun teenage years, she enjoys travelling and spending time with family, friends and their dog Luna at the lake.