Address

BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Contact Us

About Us

 

 

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

Tel: 519-886-3065
Toll Free: 1-800-265-6148
Email: jeff.shatkosky@nbpcd.com

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.

 

Amanda Smith-Frasson, BA
Investment Representative

Tel: 519-886-6591
Email: amanda.smithfrasson@nbpcd.com
 
Amanda is an Investment Representative and is currently working on obtaining her Certified Financial Planning designation.  She is responsible for the administration of accounts and assists the team with managing the day-to-day operations to ensure our clients receive outstanding service.  Before joining our team, Amanda completed her Bachelor of Arts degree at Wilfrid Laurier University then moving on to work with TD Bank where she provided comprehensive advice to clients with personal banking and credit analysis.  Amanda’s financial and customer service experience allows her to provide quality, accurate, and timely support for the Jeff Shatkosky Wealth Advisory Group. In her spare time, Amanda enjoys going for runs and hikes with her husband and two dogs.
 



 
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 investment style and process keeps us in touch with our clients on a regular basis, while providing exceptional long term service.