Skip Navigation

Contact Us

Jake Bayley
Kaitlin Donelle, FMA

Tel: 519-621-6803

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Other Locations

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

Jake Bayley, CFA, MBA
Investment Advisor

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

Email: jake.bayley@nbpcd.com
 

Jake Bayley was born and raised in Cambridge, Ontario and has been in the financial services industry for over 10 years.  Jake has his BA – Economics from Colby College, his MBA from Wilfred Laurier and is a CFA charter holder.  Jake’s interests include; outdoor enthusiast, cycling, golfing, spending time with his wife Lindsay and their daughter Scottie.
 

Kaitlin Donelle, FMA
Investment Representative

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

Email: kaitlin.donelle@nbpcd.com

Kaitlin began her career in the Financial Services industry over 10 years ago and joined BMO Nesbitt Burns in 2013.  She has her diploma in Financial Planning and has earned her Financial Management designation (FMA).
 
She keeps the operational side of the business running smoothly and is responsible for day-to-day administration ensuring clients receive outstanding service.  Kaitlin can help you with any questions regarding account activity, tax inquiries, estate matters, financial management and documentation.
 
Kaitlin is married, has 2 daughters & a big lap dog, Prada, who is a Doberman Pinscher.