Our Team

Education: Chartered Professional Accountant 1981-2021, Degree in Business Administration; Manitoba Institute of Technology , University of Winnipeg

Experience: Over 40 years in the financial services industry. Joined BMO Nesbitt Burns in 1995.

Professional Designations: Certified Investment Manager, Portfolio Manager

Education: B.A. Economics; Carleton University

Experience: Over 25 years in the financial services industry. Joined BMO Nesbitt Burns in 1996.

Professional Designations: Chartered Investment Manager (CIM), Associate Portfolio Manager

Education: B.A.Honours  Economics; Queen’s University

Experience: Over 8+ years of experience in financial services industry. Dave joined BMO Nesbitt Burns in 2020.

Professional Designations: Chartered Professional Accountant (CPA), Certified Managerial Accountant (CMA)

Education: Bachelor of Commerce, University of Saskatchewan

Experience: Over 15+ years of experience in financial services industry. Ian joined BMO Nesbitt Burns in 2025

Experience: Over 31 years in the financial services industry. Joined BMO Nesbitt Burns in 2014.  Theresa co-ordinates all administrative matters concerning the operation of client accounts.

Professional Designations: Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME)

Education:  Degree of Business Administration, Laurentian University

Experience:  Kaitlin joined BMO Nesbitt Burns in 2017. Kaitlin coordinates all administrative matters concerning the operation of client accounts.

Experience:  Sharla joined BMO Nesbitt Burns in 2016 with over 10 years of experience providing client service and administrative support for a busy real estate team in Brockville. Sharla has a background in Business Administration and has continued with her professional development while at BMO Nesbitt Burns. Sharla focuses on client service and assisting with various tasks making for the best possible client experience.