Education:
Bachelor of Arts, Admin.& Commercial Studies, University of Western Ontario, London, Canada
Canadian Securities Course
Canadian Options Course
Professional Financial Planning Course
CERTIFIED FINANCIAL PLANNER® (CFP)
Chartered Investment Manager (CIM)
Fellow Of the Canadian Securities Institute (FCSI)
Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc

Languages Spoken:
English, Greek

Specialties:
Full Service Investment Advice, including stocks, bonds, preferred shares, tax shelters, mutual funds, and options.
Retirement Planning
Professionally Managed Accounts
Insurance and Estate Planning
Discretionary Portfolio Management

Background

I began my career as an investment advisor in 1987 and joined the Oshawa office of BMO Nesbitt Burns in 2006. Coming to Nesbitt Burns from my predecessor firm was a decision made for many reasons but most importantly for the research offering.

At BMO Nesbitt Burns I believe my clients will benefit not only from access to Canada's top ranked research but also from some of the country's leading economists as well as experts in tax, insurance, and estate planning.

I enjoy working with my clients and strive to build long lasting relationships based on trust, integrity, sound advice, and service excellence.

My goal is to bring my clients financial success and peace of mind, so that they can focus on their families, careers, hobbies or on enjoying retirement to the fullest.

My Team

Carrie Chiasson, Administrative Assistant

Carrie is an Administrative Assistant with over 18 years of experience in the financial services industry. She joined BMO Nesbitt Burns in 2006 and specializes in Client Services. Carrie has an impeccable eye for detail, ensuring all documentation is processed quickly and accurately. Carrie is adept at handling any and all administrative inquiries, including cheque requests, account transfers and booking of appointments.

Our Partner

Timothy Simpson, Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tim joined BMO Nesbitt Burns in 2007 and now is 20 years in the Financial Services industry in various Wealth and Risk Management positions. Bringing Clarity to Complex life events and decisions, Tim consistently delivers a polished and professional approach to Risk and Wealth Management Concepts.

By Focusing on structures of Life Insurance and Living Benefits, Tim works with clients to give guidance with Estate Planning and Risk Management needs. Whether for a Charity, Business, Not for Profit Organization or Personally, Tim is adept in creating custom-designed creative solutions to meet specific needs and wants, and integrates them with Wealth Management plans. Tim works with clients by listening to what they want, and providing them with strategies for achieving these desires while creating tax efficiency within the client’s personal and/or corporate portfolios. Clients and their respective tax and legal advisory teams have come to trust and rely upon Tim’s valuable knowledge and sound advice.