Vice President, Investment Advisor
Gingrich has over 30 years experience in the investment and financial
services business. He currently helps to manage over $100 million in
clients assets in Canada, and is a member of the BMO Nesbitt Burns
Presidents Council. He is life insurance licensed.
Associate Investment Advisor
and Grant have worked together for over 16 years. As a key partner
Sonia provides excellent administrative and client service support.
She is familiar with all aspects of the investment process, and is fully licensed for all security orders, including options.
Estate and Insurance Advisor, Senior Vice President and Divisional Manager, Insurance
has 20 years of financial services industry experience and joined BMO
Nesbitt Burns Financial Services in 1997. As a specialist in insurance
and estate planning, Jeff focuses on providing clients with insurance
solutions to help reduce tax for their current and future needs.