The Team

A dedicated investment professional, Faheem devotes his time to crafting, implementing, and monitoring client solutions which are customized to their unique needs and whole life picture.

 

Hired as one of the youngest Investment Advisors at the time, Faheem joined BMO Nesbitt Burns in 2000 after initiating his career as an Investment and Treasury Analyst with the Workers Compensation Board. A bilingual native of Calgary, Faheem has successfully navigated his clients' financial well-being through a number of market downturns- protecting and growing their wealth over the past many years. As a former branch manager, he has overseen a broad spectrum of family wealth complexities and the creative solutions developed to bring about the best outcomes. Intelligent, hard-working and energetic mixed with the powerful combination of youth and experience, Faheem will be able to take care of his clients for the rest of their lives.

Married to Jabeen, Faheem is kept busy with his children Anna and Aydin and their growing interests and activities. An avid sports fan, Faheem also loves to travel and has a developing interest in world history. He has volunteered his time for a number of causes in the community over the years, most recently with the Rehana Big Smiles Golf Tourney where he chaired a group that raised funds for Right to Play, The Alberta Children’s Hospital Foundation, WellSpring Calgary, and Kidsport Calgary over the past 4 years.

Trudy is customer service oriented and detail focused in her approach, ensuring all client requests are handled in a professional manner. She assists clients in all administrative matters including estates, tax information, withdrawals, transfers, and account maintenance.

 

With over 25 years of experience in the financial services industry, including 13 years with BMO Nesbitt Burns, Trudy has developed a passion for working with clients to achieve their life goals. Trudy completed her BA in economics, the Canadian Securities Course, the Wealth Management Essentials Course, and achieved her Certified Financial Planner certification in 2010.

 

She enjoys being active, walking her golden retriever and traveling with her family. She volunteers in the community with several organizations and enjoys the Arts, especially theater and live music.

Tyler is committed to helping clients achieve their financial objectives through disciplined research, strategic investment execution, and comprehensive planning.

 

Tyler joined our team in December 2018, bringing a strong foundation of discipline and leadership from his prior career as a Red Seal “B” Pressure Welder. He spent several years as a Foreman on major Alberta Oil Sands projects, where precision, accountability, and problem-solving were critical to success. These qualities translate seamlessly into wealth management, where attention to detail and strategic thinking are essential for guiding clients toward their financial goals.

 

Driven by a passion for learning and a desire to help individuals achieve their life objectives, Tyler transitioned into the securities industry with a clear vision of becoming an Investment Advisor. In 2021, he advanced to the role of Senior Investment Associate, enabling him to deliver an even higher level of service and expertise to our clients.

 

Outside the office, Tyler enjoys playing on his men’s league hockey team, working to improve his golf game, and traveling whenever possible. He and his wife, Katie, are proud parents of two daughters who keep life busy and rewarding. When time allows, Tyler reconnects with his West Coast roots by salmon fishing in the Pacific Ocean.