BMO Nesbitt Burns
255 Queens Ave.
Janice Sumler, PFP
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Janice was born and raised in London, Ontario where she still resides today. After graduating from the University of Western Ontario with a degree in Business Administration, and a major in finance, she started her career in the financial services industry in Guelph, Ontario in 2007. Janice worked for BMO for 13 years as a Financial Planner for Investment and Retirement Planning where she spent her time preparing financial plans and developing relationships with high-net-worth clients.
In 2019, Janice was ready for a new challenge. She made the decision to move to BMO Nesbitt Burns as an Investment Advisor and she hasn’t looked back. This has allowed her to deepen her relationships with her clients and provide more in-depth advice on investments and retirement planning, tax efficiency, estate planning, and cash flow analysis. Through a disciplined approach to saving and investing, she is able to put together tailor-made financial plans to provide peace of mind for her clients, while helping them to achieve their goals and dreams.
In her spare time, Janice enjoys playing soccer and basketball, and camping with her husband and two young children.
Senior Sales Assistant
Marilyn was born in London and, as her father’s job involved frequent transfers, spent her early childhood in Toronto, and towns in Quebec and Nova Scotia before returning to Southwestern Ontario. Marilyn attended the University of Western Ontario, where she graduated with a Bachelor of Science in 1978. When her youngest child started school in 1987, Marilyn joined Burns Fry (a predecessor firm of BMO Nesbitt Burns) and has enjoyed working with clients ever since.
In their leisure time, Marilyn and her husband Cameron enjoy travel, walking, gardening and especially spending time with their family.
Estate & Insurance Advisor, Vice-President
David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire. David will bring these ideas to life with customized recommendations tailored to your goals.
Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles. During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.
Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
Director, Tax Planning
Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant. Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.
Associate Private Banker
Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters. She is a passionate advocate and supporter of the Ronald McDonald House.