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Jeff Shatkosky
Alexandra (Alex) Adach

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
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Our Business Partners

Joel Oretan, CFP, FMA
Wealth Management Consultant


As a member of the Wealth Management Consulting team, Joel brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.

He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Before joining BMO Nesbitt Burns, Joel was employed by a large, Canadian brokerage firm as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.

Joel is a graduate of the University of Western Ontario with his B.A. in Economics and has obtained his diploma in Financial Planning Services. He holds the CERTIFIED FINANCIAL PLANNER® or CFP designation and Financial Management Advisor (FMA) designation.

 
Ted Phillips, Estate & Insurance Advisor
 
Ashley Britton, BMO Relationship Manager