Our Team

Eric has been advising families since 2009 ensuring they achieve their goals through a long-term financial plan. In his capacity as Portfolio Manager, Eric is responsible for making all investment decisions for our clients’ portfolios.

Eric spent the early part of his career working as a Professional Engineer (P. Eng.) in the automotive sector eventually deciding to switch gears to pursue his interest in investing. Eric went on to earn an MBA in Investment Management and the Chartered Financial Analyst (CFA) designation. His background has helped in establishing repeatable processes for the team’s activities to ensure client’s needs are met.

Originally from Kapuskasing, Eric has a strong attachment to his family and his community. He is a member of Rotary Club of Barrie-Kempenfelt and served as Chair of Colt for the Day 2020 to give local children the chance to play hockey with the Barrie Colts OHL team. Eric was also a committed mentor with Big Brothers Big Sisters of Barrie for several years. Eric moved to Simcoe County after completing his undergraduate degree. He and his spouse, Liz, live in Springwater with their two rambunctious boys and equally energetic dog. He is a bicycle enthusiast, skier, and struggling golfer.

As an Investment Advisor and Financial Planner, Meghan works directly with a number of families. She also provides financial planning services and insurance support to households across the practice including working with complex Estates, Trusts and Charitable Foundations.

Meghan began working with Eric in 2011 and, after a couple of years, joined the branch management team where she oversaw compliance, operations and HR activities. Meghan missed working directly with clients and returned to the practice in 2019. She holds a business degree, is a Trust and Estate Practitioner (TEP), a CERTIFIED FINANCIAL PLANNER®, and a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. Meghan’s professional background also includes nearly 10 years of revenue development experience in the charitable sector - an area that she remains very passionate about.

Meghan lives in Barrie with her spouse, and two daughters. She is a member of the Barrie Rowing Club and is an active community volunteer. When not at the office Meghan can be found gardening, cross-country skiing, swimming or rowing on Kempenfelt Bay (before sunrise).

Blake is an Investment Advisor and services clients in the areas of financial planning, taxation and investment management. Blake works with our clients’ accountants to prepare detailed tax reporting packages for their Trusts, Holding Companies and Charitable Foundations.

Blake is a Chartered Professional Accountant (CPA, CA) and is currently pursuing the Chartered Investment Manager (CIM) designation. He has a business degree with a specialization in accounting and is a member of the Institute of Chartered Accountants of Ontario. Prior to joining BMO Nesbitt Burns, Blake worked in commercial banking and spent over five years in public accounting where he gained experience in audit and advisory, as well as corporate and personal taxation.

Blake grew up in Barrie and has recently moved to Innisfil. Outside of the office he can be found enjoying his favourite sports - basketball and golf. He is also an avid traveler, always seeking to explore new cultures.

As an Investment Advisor, Graham works with clients in the areas of investment management and financial planning. 
 
Graham is a Certified Financial Planner (CFP®), a Trust and Estate Practitioner (TEP) and a Chartered Investment Manager (CIM®). Graham possesses the necessary accreditations to trade in options and is a licensed life insurance advisor. Graham has earned an economics degree with a focus in statistical analysis, as well as an MBA . Prior to joining BMO Nesbitt Burns, Graham worked for another full-service brokerage firm where he gained experience in the areas of portfolio management and financial planning.
 
Graham is a native of Barrie and still resides in the area. Graham believes it is important to give back to the community, which has led to him becoming a member of the Rotary Club of Barrie-Kempenfelt. Graham also serves on various other committees.

Lesley has been with the team since August 2018 and completed the coursework required to obtain her Registered Representative license. Lesley graduated from McMaster University with an Honours BA in Economics.

As our team’s administrator, Lesley handles the day-to-day administration of our client’s accounts. Lesley is well versed in fixed income analysis and plays an integral role in security selection and rebalancing of portfolios. She is the lead when it comes to researching fixed income investments
 
Lesley currently lives in Simcoe County and when not in the office, can be found cheering on her favourite baseball team or enjoying the outdoors.