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Jeff Treptow

Wealth Advisor

Jeff Treptow
Gina Davis

Address
67 Brock Street
Kingston, ON
K7L 1R8
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Meet Our Team

Jeff Treptow, Wealth Advisor

Tel: 613-547-5398
Toll Free: 1-800-558-4696
Email: jeff.treptow@nbpcd.com

Jeff’s career as an Investment Advisor has spanned over nearly 20 years. He spent most of his life in the Nation’s Capital and is a Carleton University graduate. He began his career in Ottawa as an Investment Advisor with CIBC Wood Gundy and moved to Kingston in 2001 to join BMO Nesbitt Burns. Since joining BMO Nesbitt Burns, Jeff has built a very successful business and achieved his Wealth Advisor designation in 2011.

As a Wealth Advisor, Jeff works closely with clients, sharing his expertise and advice to help them successfully realize their investment goals. His conservative approach and emphasis on managing risk is why Jeff believes “That asset mix selection is the foundation of long-term financial success.” Jeff has built his business through working with high net worth clients. He and his team continue to provide an exceptional value added client service experience. Jeff, together with his wife Kelly and their two children are proud to call Kingston and the Thousands Islands their home. 

Our Team Profile
 
 

Gina Davis, Investment Representative


Tel: 613-547-5770
Toll Free: 1-800-558-4696
Email: gina.davis@nbpcd.com

Gina joined BMO Nesbitt Burns in 2001. She has completed the Canadian Securities Course required for her role and continues her professional development with additional coursework. Her work ethic and experience allow her to provide the best-of-class information and support to Jeff’s clients. Gina is a graduate of St. Lawrence College and is the mother of two wonderful daughters.
 
 

Partner

Phil Comtois, Estate & Insurance Advisor, Vice President


Phil has been in the estate planning and insurance industry for more than 20 years, and since 1998 with BMO Nesbitt Burns.  He provides comprehensive advice for all personal estate, corporate estate, insurance and retirement needs.  His areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on the elimination of taxes. 

Phil works in conjunction with Investment Advisors by facilitating the planning process and coordinating clients' other advisors, including lawyers and accountants.  Responsible for the Eastern Ontario region, Phil lives in Ottawa and is fluently bilingual.