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Diane Mehagan
Coral Mihalick
Clara Neves

Fax: 807-345-6741
Tel: 807-343-1906
Toll Free: 1800-461-4191

Address
1127 Barton St.
Thunder Bay, ON
P7B 5N3
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Mark Moulson, Estate & Insurance Advisor
BMO Wealth Management


Tel: (807) 346-7091
Email: mark.moulson@nbpcd.com

With over 35 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of his clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize tax. 

Mark's designations include Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Registered Retirement Counselor (RRC), Trust and Estate Practitioner (TEP) and Elder Planning Counselor (EPC). Mark leads a team of three valued associates with over 75 years of combined experience. The team includes Tyler Lindgren, Estate Insurance Advisor; Marlene Fortin, Senior Marketing Associate and Ruth King, Estate & Insurance Assistant.
 
 

Kurtis Massey, Director, Wealth Planning
BMO Wealth Management
 

Tel: (204) 949-8008
Email: kurtis.massey@bmo.com​

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with.

Using a holistic approach, Kurtis collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.