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Gordon Robertson
Ken Popowich
Tiffany Allaway
Joan Munroe

Tel: 902-496-1311

Address

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Team Bio Template

Gordon Robertson, MBA

Wealth Advisor

Tel: 902-496-1210
Toll Free: 1-800-464-1273

Email: gordon.robertson@nbpcd.com


Gordon Robertson has been a Wealth Advisor for over 25 years.  He helps families, charitable entities and corporate clients build and protect wealth.  Gordon holds a BA from McGill University and an MBA from Dalhousie University, along with the investment title of Wealth Advisor.  Gordon works within the team’s planning process helping to create value for clients in executing an all-encompassing wealth and investments plan. 
 
Within the team, Gordon’s focus is on income generating securities.  He has a vast understanding of the fixed income markets and understanding the risk and opportunities that are presented within.   
 
In his downtime, Gordon has been a long serving volunteer in the local amateur soccer community.  He is an avid cyclist, despite our harsh winters and has recently been enjoying a wine tasting course with his wife Karen.
 
 

Ken Popowich

Investment Advisor

Tel: 902-496-1146
Toll Free: 1-800-464-1273

Email: ken.popowich@nbpcd.com
 


Ken Popowich stared in the financial services in the early 90’s in retail banking in Vancouver.  He joined the wealth management side of the business after moving home to Nova Scotia.  Ken holds a BA from Saint Marys’ University, his Partners, Directors and Officers course, and is currently enrolled in his Canadian Investment Management course. 
 
Ken’s focus within the team is the equity research.  With an in-depth knowledge of market and commodity cyclicals, he is constantly looking for great companies that are able to deliver our clients consistent returns.
 
Ken loves being athletic whether its tennis, ocean kayaking, or skiing.  He and his spouse Denise love to travel and also enjoy good food.
 

Joan Munroe, CFP, FMA, FCSI

Investment Advisor and Financial Planner

Tel: 902-421-3830
Toll Free: 1-800-464-1273

Email: joan.munroe@nbpcd.com
Connect with me on LinkedIn

 

Joan developed her passion for financial planning in her mid-teens reading books by Brian Costello and Gordon Pape.  Fascinated with the magic of compound interest, she made her first RRSP deposit at 19.
In 1985 she obtained her first position in the financial services industry and has been happily engaged with her clients ever since.  Joan has worked with BMO retail branches as well as BMO Nesbitt Burns.  She spent the past eight years in an environment looking after the financial needs of physicians and their families.
 
Joan’s investment philosophy is to first address the pillars of financial planning; protection, estate planning and investments.  The financial plan then forms the cornerstone of all discussions and recommendations after that time.
 
Joan is still a student of financial planning and the impacts of retirement.  She spends a lot of her free time reading books and articles on these topics.  She also enjoys flower gardening around her Bedford home where she lives with her family of two rescue cats, Percy and Mr. Bug.
 

Tiffany Allaway

Associate Investment Advisor

Tel: 902-496-1210
Toll Free: 1-800-464-1273

Email: tiffany.allaway@nbpcd.com
 
 

Tiffany Allaway joined Nesbitt Burns in 2011 and has almost a decade of experience in the financial services industry.  She started her investment career at HSBC Securities immediately after graduating from Saint Mary`s University with a commerce degree.  As a part of the group she is committed to the relationship she builds with her clients.  Providing not only investment advice but also financial planning, insurance, and estate planning to create and protect generational wealth.
 
Tiffany’s emphasis is the wealth management process and lifestyle planning.  She works with our clients to create a tailored strategy to meet varying goals.  Whether its educational needs, tax efficiency, cash management or estate planning, she will make sure the implementation of your plan is seamless. 
 
At home Tiffany is usually busy with their two Ridgebacks, Piper and Poppy.  She enjoys travelling, good food, and a nice glass of wine.  Although her family enjoys spending their time sailing during the summer months, Tiffany prefers to keep her feet on solid ground.
 

Heather MacInnes

Investment Assistant

Tel: 902-496-1311
Toll Free: 1-800-464-1273

Email: heather.macinnes@nbpcd.com

 

Heather MacInnes is an Investment Representative and has been working at BMO Nesbitt Burns since 20005.  Originally from Coleraine, Ireland, Heather graduated from King’s College with a BA in History in1998.  She has been working in the financial services sector since 2000.  Heather is an essential part of the group as she is detailed oriented with an extreme understanding of the customer service side of the business. 
 
Heathers role within the team is to provide a high level of customer service, whether it is issuing cheque, trade settlement, transfers, or documentation.  She does a wonderful job at opening and maintaining all of our accounts, on top of answering any client questions relating to the operational side of things. 
 
Heather is kept busy by her husband Miles and young son Tommy.  Trying to get back home to Ireland whenever she can, she also enjoys reading, painting and camping when our weather cooperates. 
 

 

 

Robbie Brown, CPA, CA, CFP, TEP

Director, Wealth Planning
Tel: 902-496-7812
Toll Free: 1-800-464-1273

Email: robert.brown@bmonb.com

Robbie provides customized wealth advice to financially successful clients and their families, helping them to manage their assets and achieve their financial goals.  This advice includes financial planning, tax planning, estate planning, business succession planning, as well as philanthropic planning.  Using a holistic approach, Robbie collaborates with us to help clients clearly articulate their personal wealth goals.  Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients' other professional counsel.  By working together we empower our clients with comprehensive and customized solutions through coordinated and proactive wealth plans.



 

Andrée Godbout, LL.B,BB.M.,CFP,TEP

Director, Estate Planning

Tel: 902-496-1161
[Toll Free: 1-800-464-1273

Email: andree.godbout@bmonb.com

Andrée advises high net worth individuals, professionals and entrepreneurs on specialized estate and trust solutions as part of an integrated wealth planning team.  Andrée's background includes private practice as a lawyer as well as extensive experience as a Trusts and Estates Consultant.  She was called to the New Brunswick bar in 2006 and the Nova Scotia bar in 2008.  She is Past Chair of the Society of Trust and Estate Practioners Atlantic Branch and Past Chair of the Halifax Estate Planning Council. 
 

Danette Pottle

Estate and Insurance Advisor

Tel: 902-496-1176
Toll Free: 1-800-464-1273

Email:danette.pottle@bmo.com

As an Estate and Insurance Advisor, Danette provides clients with a plan to highlight opportunities, including the reduction of estate costs and taxes so that your beneficiaries will receive the maximum value of your estate. Whether you are focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate isurance coverage, Danette will work with us to manage your estate and insurance needs.

Jeff Robichaud

Senior Private Banker

Tel: 902-421-5774
Toll Free: 1-800-464-1273

Email: jeff.robichaud@bmo.com
 
Jeff helps high-net-worth clients develop and implement customized and integrated wealth management solutions, ranging from Private Banking, Cross Border Banking and Trust and Estate Planning solutions.  His experience has taught him that every client is unique and he is able to provide solutions specific to all our clients requirements.