Tel: 226-926-9056

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
Map

Contact Us

Core Team

Our core team of experienced professionals handle your day-to-day needs.

Jamie Campbell, CFP®, CIM, RIS 
Portfolio Manager | Financial Planner

Tel: 519-646-​1218 
Fax: 519-679-8848
Email: jamie.campbell@nbpcd.com
Connect with me on LinkedIn
 
With over 20 years experience guiding client's portfolios and creating customized financial plans, Jamie has built a wealth of knowledge in creating tax efficient portfolios and custom tailored financial solutions. Since 2006 he has focused solely on physicians and is a specialist with regards to professional corporations, and integrating them into your overall financial plan. 

Holding the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and most recently added Responsible Investment Specialist (RIS) designations ensure that you are working with a specialist who has the necessary credentials to manage your finances.  Being licensed as a Portfolio Manager means you are getting the highest qualifications available, and Jamie is held to the highest standards as a fiduciary.
 
Outside of work, Jamie loves to golf, being rewarded with two hole in ones so far in his golfing career. Recently, Jamie and his wife, Jodie, have learned how to wakeboard, and in the winter, he loves to hit the slopes skiing with his family. He has twins that are graduating University at the end of 2021; Madison from Western University's nursing program, and Zac from University of Ottawa's chemical engineering program. His youngest, Tanner, is a freestyle skier and loves to compose music on the piano. 
 

David Rose, CFP® 
Investment Advisor | Financial Planner

Tel: 519-646-2301
Fax: 519-679-8848
Email: DavidM.Rose@nbpcd.com
Connect with me on LinkedIn

David Rose, holds a CFP® - Certified Financial Planner designation and has 27 years experience in the financial services industry. He joined BMO Nesbitt Burns from MD Management Ltd. where he was a Senior Financial Consultant, for 16 years. Prior to that, he worked at CIBC Imperial Service as a Financial Advisor. 

David takes a holistic approach to financial planning that focuses on investments, estates, trusts, banking, incorporation and insurance. He forges close relationships with his clients and their families, builds a solid knowledge of their aspirations and priorities, and ensures they understand their financial plans. David works tirelessly to keep in regular touch with clients, provide clear, concise investment and financial information, and deliver the highest levels of support and transparency.

David has particular expertise in the intricate connections between physician incorporation and wealth management, and helps ensure that tax planning doesn’t overshadow long-term financial success. David brings together BMO’s in house experts from every discipline of wealth management to provide his clients with objective views across multiple areas of expertise, and deliver a full range of advice and service tailored to their unique portfolio and financial planning goals. David draws on the team’s extensive experience to provide the personalized financial planning advice his clients need at every stage of their lives and careers, from medical school to retirement and beyond.

Away from work, David enjoys travelling with his wife, Lisa, gardening and golf.
 
 

Stephanie McNally
Investment Representative

Email: Stephanie.McNally@nbpcd.com

Stephanie is licensed as a Registered Representative and has worked for BMO for 16 years. With many years of customer service and banking-related experience, Stephanie manages our team’s administration. She assists our clients with requests for deposits/withdrawls, opening new accounts, and the creation of the annual tax package among many other important administrative tasks.
 
In her spare time, Stephanie can be found relaxing at her cottage in Tobermory with her husband and two teenage sons.
 

Jodie Campbell, BSc.
Relationship Manager

Email: jodie.campbell@nbpcd.com
Connect with me on LinkedIn

Jodie has 15 years experience in the financial services industry and held positions as an Account Manager in Commercial Lending and Underwriting. She has vast experience in budgeting, cash flow management, financial statement analysis and client service. Combining her commercial lending experience with that of the other team members ensures you have a multi-faceted team of financial professionals guiding you to your corporate and personal financial goals.

In her spare time, Jodie can be found flipping at the Forest City Gymnastics Club (FCGC) in London, walking the Thames River Trail with her weimaraner, Cosmo, or jumping on the trampoline with her 12 year old son, Tanner. She volunteers as a Web Master for www.weimaranercanada.com, is a volunteer council member with the London-Middlesex Suicide Prevention Council and has been a voting member at Boler Mountain since 2018. Jodie is a proud step-mother to 22 year old twins, Madison and Zac, who are graduating University this year.