Jeff Treptow

Wealth Advisor

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. 

Gina Davis

Senior Administration Associate

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.

Our Partner


Phil Comtois

Estate and Insurance Advisor, Senior Vice President

With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.

In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.