Private Banking

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team. 
 
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs. 
 
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
 
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.  

Nancy Ganhao has been in the financial industry since 2000 and began working for BMO Private Banking in 2021. She began working part time at BMO while completing her Bachelor’s degree and enjoyed working with her colleagues so she took on a full time position upon graduation.

Nancy holds a degree in Business Commerce in Accounting from Toronto Metropolitan University and minored in Communications. She has obtained the Investment Funds Institute Course (IFIC) and the Branch Compliance Officer designation (BCO) and is in the process of achieving her Personal Financial Planner (PFP) designation.

Outside of work, Nancy enjoys travelling, swimming, reading fiction-action novels, and watching her boys participate in sports.