Tel: 519-621-6803


BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2

BMO Nesbitt Burns
BMO Bank of Montreal
44 Main Street
Cambridge, ON
N1R 1V4

Contact Us

Working with Us

Jake Bayley, CFA, MBA
Investment Advisor

Tel: 519-621-6803
Fax: 519-621-6787
Toll Free: 1-800-265-6148

Kaitlin Donelle, FMA
Investment Representative

Tel: 519-886-4629
Fax: 519-747-2236
Toll Free: 1-800-265-6148

Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or to finance a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex market place.

We are committed to building a solid, lasting relationship with all our clients. Keeping clients informed is a top priority for us, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. We regularly review goals, strategy and portfolio performance with our clients.