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Gary Lewin

Senior Wealth Advisor & Portfolio Manager

Tel: 416-359-7136

Gary Lewin

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Meet Our Team

Gary Lewin
Senior Wealth Advisor & Portfolio Manager
BMO Nesbitt Burns Financial Services Inc.
Tel: (416) 359-7136
Fax (416) 359-7240
gary.lewin@nbpcd.com

As the Principal and Lead Advisor of Lewin Wealth Advisory Group, nothing matters more to me than my clients’ well being. Ultimately, I have chosen to act as an agent of change and am someone who my clients can trust to help them protect, preserve, and grow their finances, and their future. While I have been told that I am caring and warm by nature, I believe that it is my curious side that keeps me engaged and asking the right questions. This leads to insightful conversations that uncover what matters most to my clients.

This is a complex profession. Consequently, I have completed a number of industry-related courses that keep me informed, skilled and prepared for my clients’ needs. The most distinguished designations I hold are the Certified International Wealth Manager (CIWM) and the Certified Investment Manager (CIM). The CIM enables me to act as a Discretionary Portfolio Manager. This separates me from many of my peers in the industry and allows me to spend more time with clients to better understand their situations. I am also a Life Insurance Advisor with BMO Estate Insurance Advisory Services*. My designations and experience also allow me to be a Fellow of the Canadian Securities Institute (FCSI).

My wife Joanna and I have three children: Zoe, Aubrey, and Parker, who bring a joy to our lives we never thought possible. Joanna and I value family and work as a team as we enjoy our life adventures together. In my spare time, I enjoy travelling, tennis, baseball, hockey, canoe tripping and spending time with family and friends.

I have great empathy for those struggling and less fortunate and hold an extended hand for charity, specifically those involved with mental illness and suicide prevention. A family tragedy led me to co-found "Put up your Dukes”, a third-party event for the Centre for Addiction and Mental Health (CAMH) that helps fight the battle against mental illness.

Josh Weiss, CFA, MMF
Investment Advisor
BMO Nesbitt Burns Financial Services Inc.
Tel: 416-359-4881
Fax: 416-359-7240
josh.weiss@nbpcd.com

 Josh Weiss has recently joined the Lewin Wealth Advisory Group. An essential element of what we  do is to protect, preserve, and grow your finances. Part of our work in this area is investigating and managing risk. Josh will assist in the areas of client service, portfolio management, and your financial plan. He will also be developing new client relationships for the team.

Josh is passionate about analyzing how much risk an individual needs to take on in order to achieve their personal goals. This passion aligns with the Lewin Wealth Advisory Group's vision.

Josh is a motivated financial professional with a Masters in Mathematical Finance and three years of experience at IBM Risk Analytics conducting financial modeling and consulting with clients. His passion for portfolio management and investment analysis has been demonstrated by his being awarded the Chartered Financial Analyst (CFA) designation. The CFA designation is recognized by investors around the world as a top measure of competence, integrity and dedication of an investment professional.

Josh upholds the professional, investment research, and client service standards for which the Lewin Wealth Advisory Group is well known.

David Brayley
Investment Representative
BMO Nesbitt Burns Financial Services Inc.
Tel: 416-359-5678
Fax: 416-359-7240
david.brayley@nbpcd.com

David joined the Lewin Wealth Advisory Group as a Investment Representative in 2017 after working in a Sales Assistant role for Nesbitt Burns since 2016. He is focused on maintaining client accounts, executing trade orders and providing a superior customer service experience for LWAG clients. After graduating from Trinity College at the University of Toronto with an Honours Bachelor of Arts, David joined BMO Bank of Montreal as a Financial Services Manager in 2014 where he provided lending and investment solutions to retail customers. A Toronto native, David fills his spare time by indulging his interests in team sports, reading, and travelling.

 
Our Partners


Tony Stephens
Estate & Insurance Advisor, Vice-President, BMO Estate Insurance Advisory Services

Working with high net worth clients for nearly 50 years, Tony Stephens has excelled in a wide range of roles in the financial services industry and private consulting. For the past 30 years he has specialized in insurance and estate planning strategies, having joined BMO Estate Insurance Advisory Services in 1997. His profound depth of experience allows his clients to feel very high levels of clarity, comfort and trust. 


Exceptional speaking and listening skills are integral to Tony's approach. He has given keynote speeches to audiences of up to 800 for blue-chip organizations including BMO and Manulife financial. His listening skills are illustrated by an ability to take a very complex idea and turn it into something simple. The benefit for clients is clarity in their minds about what they are doing, and why they are doing it.

Tony is a woodworker, an avid golfer, and enjoys travelling with his wife, Pam. They have been married for 30 years and have three sons.


Richard Belley, CFA
Vice President & Fixed Income Strategist, Portfolio Manager

Richard has been involved with Fixed Income and Interest Rate Derivative Markets for over 16 years including 7 years in direct sales and trading.
 
Early in his career, Richard worked for four years as a Futures and Options Institutional Representative for BMO Nesbitt Burns Inc. as well as an international bank. Richard gained experience in both money markets and bond markets while advising French speaking clients and international accounts.
 
This was followed in 1997, by a 3-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc. Richard was involved in both the Primary and Secondary Québec Municipal Market. In January 2001, Richard moved to Toronto to join the newly created Portfolio Services Group within the Private Client Division.
 
In the group, Richard manages fixed income portfolios on a discretionary and non-discretionary basis for Hospitals, Foundations, Municipalities, Universities, Corporations and high net worth individuals.
 
Richard is a portfolio manager and has been a CFA Charterholder since 1999. 


Stéphane Rochon
Managing Director and Head of Private Client Research

Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team’s publications.

Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. He also managed the Credit Suisse Focus List and outperformed the S&P 500 seven consecutive years. Prior to joining Credit Suisse in 2004, he spent six years working with a major Canadian bank in Toronto.

Stéphane is a CFA charter holder and holds an MBA from McGill University.


*​Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.