Tel: 613-547-5288
Tel: 1800-558-4696

Address

BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

Contact Us

Our Team

 
Jack Gilfillan

Jack Gilfillan
Senior Investment Advisor

Tel (613) 547-0210

Fax (613) 547-9347

E-mail: jack.gilfillan@nbpcd.com

Professional Designations: Certified General Accountant

Education: Degree in Business Administration; Manitoba Institute of Technology , University of Winnipeg

Experience: Over 30 years in the financial services industry. Joined BMO Nesbitt Burns in 1995.

 

 
Peter Finnegan

Peter Finnegan
Portfolio Manager

Tel (613) 547-0291

Fax (613) 547-9347

E-mail: peter.finnegan@nbpcd.com

Linkedin LinkedIn

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.

 

 
David Walker

David Walker
Associate Investment Advisor

Tel (613) 547-9403

Fax (613) 547-9347

E-mail: davidd.walker@nbpcd.com

 LinkedIn


Professional Designations: Chartered Investment Manager (CIM)

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

Experience: Over 3 years of experience in financial services industry. Dave joined BMO Nesbitt Burns in 2020.

 
Theresa Donovan

Theresa Donovan
Investment Representative

Tel: (613) 547-0989

Fax (613) 547-4396

E-mail: theresa.donovan@nbpcd.com


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.


 

Kaitlin Delahunt

Kaitlin Delahunt
Investment Representative

Tel: (613) 547-1476

Fax (613) 547-9347

E-mail: kaitlin.delahunt@nbpcd.com


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.


 

Sharla VanderVliet

Sharla VanderVliet
Investment Representative

Tel: (613) 498-1017

Fax (613) 498-2946

E-mail: sharla.vandervliet@nbpcd.com


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.