I have been an Investment Advisor in the Windsor area for more than 15 years. In an effort to further my ability to provide wealth management services, I completed the Chartered Financial Analyst designation in 2014. My focus has long been centered around building trusting long-term relationships with my clients. To accomplish this, I strive to take the time to understand both them and their financial needs prior to proposing solutions. As a team, Ana, Alec and I seek to enable our clients to arrange their financial affairs in such a way that they can feel at ease and able to do the things they most want to do, when they want to do them.
I live in Windsor along with my wife, Kara, and our two children, Nate and Claire. Claire is often busy with dance-related activities while Nate is focused on training at the gymnastics club, engaging in computer coding projects, and studying the violin. As a family we enjoy traveling, playing games, and watching movies together.
I have been working in the financial services industry since 2006, with a focus on fostering strong relationships and helping families achieve their personal and financial goals.
My significant personal experience with Investment and Wealth Plans allows me to help individuals and families balance life events with financial considerations. To do so, I first seek to understand your current financial situation and then move to identifying potential issues and gaps that could create a risk for you and your family. Once that foundational work has been completed, I recommend tailored strategies and solutions to meet your needs.
I’ve been married to my husband Remco for 22 years and we have two children, Laura and Alexander. We live in Cottam and we enjoy traveling around the world, exploring new cultures and cuisines.
I would be pleased to assist you in English, Portuguese, Dutch or Spanish.
My career in the financial services industry began in 2008, while completing a Bachelor of Commerce at the University of Windsor. I joined the Eizenga Kootstra Wealth Management Group in January of 2021, having previously served as BMO Private Banking’s Associate Private Banker for BMO Nesbitt Burns clients in the Windsor/Sarnia region. I am a Chartered Investment Manager®, and hold the CFP® financial planning designation. As a team, Kyle, Ana and I work towards helping our clients in being able to do the things they most want to do, when they want to do them.
I share my time away from the office with my wonderful wife Elizabeth and our two amazing daughters, Estella and Scarlett.
I started my career with BMO Nesbitt Burns in 1994, bringing with me a Business Administration diploma from St Clair College and ten years of experience in the Financial Services industry. As my role with the firm evolved, I went on to complete the Canadian Securities Course in 1997.
I am currently a member of Beta Sigma Phi, a cultural and social sorority, engaged in community support activities, holding past positions as Secretary, Treasurer, and President. I enjoy camping, reading and spending time with family and friends.
I began my tenure with BMO Nesbitt Burns in 2012, bringing ten years of experience in Education, Distribution, and Cash Management. Now in my eleventh year as part of the Eizenga Kootstra Kleer Wealth Management Group, I am proud to offer our clients over twenty years worth of experience in managing their personal finances and in helping them to prepare for their financial futures.
I hold a Bachelor's Degree in Business Administration from the University of Prince Edward Island and a diploma in Accounting from the University of Technology. I have also completed the Canadian Securities Institute's Canadian Securities Course and Wealth Management Essentials course.
I am an avid reader and enjoy eating a good home cooked meal with family and friends.
My interest in finance was first fostered and grown during my academic career at the University of Windsor’s Odette School of Business. I graduated with great distinction, earning an Honours Bachelor of Commerce degree with a specialization in finance. I first started with BMO Nesbitt Burns in 2021, completing two co-op education terms and now serve our clients in operations and administration with the Eizenga Kootstra Kleer Wealth Management team. Outside of the office, I enjoy boating, traveling, and spending time with friends and family.
In 2013, after graduating from the University of Western Ontario with a Bachelor of Arts degree, I began my career with the Bank of Montreal as a Customer Service Representative. I joined Nesbitt Burns in 2017 as an Administrative Assistant. In 2018 I completed the Canadian Securities Course and Conduct and Practices Handbook course and became a licensed Investment Representative.
When I’m away from the office, I enjoy spending time with my family and biking!
I have been in the financial services industry since 1980. I graduated from the University of Western Ontario and am a Chartered Financial Analyst charter holder. At various points in my career, I served as a branch manager of both a Bank of Montreal office and a BMO Nesbitt Burns office.
I am actively involved in helping BMO Wealth develop their discretionary platform for investment advisors. So far this has happened by sharing my knowledge with other portfolio managers casually, participating in testing systems and being part of the national committee that oversees the Managed Portfolio Account program for BMO Nesbitt Burns. Currently, I am involved in training new portfolio managers at BMO Nesbitt Burns and teaching securities at the University of Windsor. Since financial success is "being able to do what you want to do, when you want to do it”, I enjoy helping clients define "what they want to do”.
My wife and I love active travel. I am also interested in electronics, wood working, model railroads and learning. I continually read on a wide variety of subjects with special interest in science, technology, history and psychology. I am also involved in a couple of local charities. After all, money has no value unless you do things with it! Thanks for reading this!