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Jeff Shatkosky
Alexandra (Alex) Adach

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

 

Jeff Shatkosky, BA, CIM, FCSI, PFP
Vice-President
Wealth Advisor

Jeff has been an investment advisor with BMO Nesbitt Burns since 1992. He prides himself on being able to offer full service solutions to his clients, which can be attributed to his strong partnership with all lines of business within BMO. These partnerships include: Personal/Retail, Commercial, and Private Banking and BMO Insurance.  Jeff is a graduate of Western University in London and Wilfred Laurier University in Waterloo. He has earned designations as a Certified Investment Manager, Personal Financial Planner, Insurance Advisor and most recently the designation of Vice President at BMO Wealth Management.

Jeff and his wife Barb have two incredible children. In his free time Jeff enjoys spending time at the cottage or on the ice playing hockey.
 

Tel: 519-886-3065
Fax: 519-747-2236
Toll Free: 1-800-265-6148

Email: jeff.shatkosky@nbpcd.com

 

Alexandra (Alex) Adach
Administrative Assistant

Alex has been with BMO since 2010. Throughout her career with BMO she filled the role of Financial Services Manager and most recently Private Banking Officer for BMO Private Banking. Alex joined my team in January of 2018 and strives to provide exceptional client experience and helps to keep the office and portfolio running smoothly.
 
Alex enjoys arts and theatre, playing tennis and spending time with her husband and two wonderful children.

Tel: 519-886-7223
Fax: 519-747-2236
Toll Free: 1-800-265-6148

Email: alexandra.adach@nbpcd.com
 

 
We believe that our clients have chosen us because of our beliefs and values. One of the highest honors a person can give another is to allow them to manage their money. Our view is that we have to bring value added to the relationship. Our advice helps our clients to avoid five of the most common mistakes that investors make. Our investment style and process keeps us in touch with our clients on a regular basis, while providing exceptional long term service.