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 young 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.

Kyle provides the highest standards to our clients’ experience, and is actively involved in the implementation of investment strategies, research, and financial planning for the team.

Kyle joined the team as an Associate Investment Advisor early in 2014. Originally from the West Coast of British Columbia where he completed his Bachelors Degree in Business, he spent 1 year working in the Life and Benefits Insurance Industry before moving to Calgary to pursue a career with BMO Nesbitt Burns. Once at BMO, Kyle completed his Certified Investment Managers designation in 2016, and recently earned his licence as a Life Insurance Agent which will help him provide a more well rounded service for clients in need of complex planning solutions.

Growing up dedicated to sports, he remains active with both hockey and golf after reluctantly accepting the reality he will never play on the PGA tour or for his hometown team, the Vancouver Canucks. With a seemingly endless bucket list of countries to visit, Kyle enjoys travelling the world with every opportunity he gets.

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 7 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 travelling with her family. She volunteers in the community with several organizations and enjoys the Arts, especially theatre and live music.

Tyler's role within the team is to complete account transfers, withdrawals, contributions, client information updates, preparing tax packages as well as website design, organizing educational client events and assisting the other team members in providing an efficient experience for our clients.

Tyler joined the team as a Marketing Assistant in December of 2018. He spent much of his working career as a Red Seal "B" Pressure welder, with multiple years as a Foreman at various Alberta Oil Sands sites. He made the switch over to wealth management because of his desire to learn about the securities industry, to help people achieve their life goals and ultimately progress down the path of becoming an Investment Advisor. He recently became an Associate Investment Advisor in 2021 to help better serve our client's financial needs.

Tyler devotes his leisure time to his men's league hockey team, attempting to shave strokes off his golf game and traveling as often as he can. Tyler and his wife, Katie, welcomed their daughter Charlotte into the world in June of 2021. When he's not busy being a dad or at work, you may find him trolling for salmon on the West Coast where he grew up.