Jamie Campbell, CIM, CFP®
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With almost 20 years of experience guiding clients portfolio's and creating financial plans, Jamie has built a wealth of knowledge in creating tax efficient portfolios and custom tailored financial plans. Spending the last 10 years focusing solely on physicians, Jamie has become a specialist with regards to professional corporations, and integrating them into the overall financial plan.
When he's not in the office, Jamie can be found with his wife and three children at the arena, golfing, skiing, or cycling around Southern Ontario.
Peter Kennedy, BA, CFP®
Investment Advisor and Financial Planner
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Over the course of his career Peter has developed an in-depth knowledge of Asset Management and Financial Planning strategies with a particular focus of driving tax- efficient income through an integrated and well-executed financial plan. After joining a physician-focused firm in 2012, Peter gained an advanced understanding of a physician's personal and professional financial needs. With this unique understanding Peter has helped his clients navigate the financial needs and opportunities that face physicians today.
Peter is a graduate of the University Of Western Ontario and is a CERTIFIED FINANCIAL PLANNER® professional. He started his career in banking and investment management 11 years ago.
Outside of work Peter can often be found at Boler Mountain with his wife and two young daughters skiing, hiking, biking or just walking their golden retriever.
Michaela Judickas has over 6 years of experience with BMO. She is our expert in the area of compliance, and manages the daily service and administration for the team, including individual client requests, scheduling client meetings and the organization of special events.
Michaela is a vital and valued member of the team. Her primary objective is to provide excellent customer service to the client and support the advisors by carrying out administrative responsibilities. Michaela maintains comprehensive understanding of client goals and risk tolerance to provide superior client support and service including but not limited to problem solving, providing updates and answering questions regarding account activity, market quotations, trade transactions, process transaction requests, etc. While communicating changes to sales team. She ensures financial strategies are kept current and appropriately aligned with client objectives. She establishes, oversees and measures client service expectations. Michaela has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) through the Canadian Securities Institute (CSI).
Michaela is very active in her local community and enjoys travelling and hiking with her partner Troy Simmers-Vanhevel