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Chris Jefford
Mark MacDonald
Nancy Wood
Angela Gencarelli

Tel: 613-967-6252
Toll Free: 1800-647-3998
Fax: 613-967-6054

Address
210 Front Street
Belleville, ON
K8N 2Z2
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Chris Jefford

Portfolio Manager, Investment Advisor
 

Tel: 613-967-4854 

Toll Free: 1-800-647-3998
Fax: 613-967-6054

Email: chris.jefford@nbpcd.com
Connect with me on LinkedIn
 

Chris has worked in the financial services industry since 2007, and with BMO Nesbitt Burns since 2019.  He is a Financial Planner and Portfolio Manager, offering discretionary investment management to his clients.
 
He holds the Certified Financial Planner and Chartered Investment Manager designations, and is also a graduate of the University of Guelph, majoring in economics and finance.  He continues his professional development to expand his skill set and stay on top of industry changes.

Chris helps his clients by helping them organize their finances, grow their assets, minimize taxes, and avoid unnecessary or unwanted risks.  In his experience, most people spend a lot of time making and spending their money, but very little on managing what is left.  Chris feels fortunate for having a talent and passion for helping people do just that. 

Chris is a strong believer in the value of financial planning.  A financial plan is simply a written document that takes a big picture look at your financial situation, both now and in the future.  It all begins with a conversation about you, your goals, and what’s most important to you. 

Clients choose to work with Chris for a few key reasons:

1. Trust matters, and I am here for the right reasons
2. You can be confident our team has the skills to get the job done
3. I understand you need to see what’s in it for you.  Our work is about more than just money, it’s about your life.

When he’s not at work, Chris spends his spare time ATVing, fishing or relaxing by the lake.  Chris is also an avid reader, and enjoys spending time with his family & friends, as well as his two dogs.

Mark MacDonald, CFA, MBA

Portfolio Manager, Investment Advisor
 

Tel: 613-967-0350
Toll Free: 1-800-647-3998
​Fax: 613-967-6054

Email: mark.macdonald@nbpcd.com
Connect with me on LinkedIn
 

Mark has been in the financial services industry since 2006 and has an extensive background in wealth management, banking and fixed income trading.

As a Portfolio Manager, Mark is responsible for understanding all of his clients’ financial goals and constructing portfolios to help them meet those goals.  Mark works closely with each client to build an Investment Policy Statement that takes into account their individual investment objectives and risk parameters.  Mark believes that managing risk is as important as managing returns.  He is passionate about ensuring clients are well-educated when it comes to wealth management, and he believes the more a client understands the process, the more informed decisions they can make.

Mark has a Master of Business Administration from Queen’s University and a Bachelor of Business Administration degree in Finance, from Brock University.  He has earned the right to use the Chartered Financial Analyst Designation and has completed a number of other industry courses.

Mark decided to join BMO Nesbitt Burns because of the entrepreneurial environment, the support from BMO Bank of Montreal and the Bank’s partners, and the investment platform.

When Mark isn’t busy managing portfolios, he spends his summers golfing with his son and winters are spent driving him to hockey.  Mark also enjoys reading, watching sports, staying active and spending time with family and friends.
 

Nancy Wood

Investment Representative
 

Tel: 613-967-6252
Toll Free: 1-800-647-3998
Fax: 613-967-6054

Email: nancy1.wood@nbpcd.com
 

Nancy has been in the financial services & wealth management industry since 2012.

In her current role as a Sales Assistant with the Jefford MacDonald Wealth Management Group, Nancy’s number one priority is to proactively ensure that her team’s clients receive the highest level of service. 

Nancy efficiently manages the day-to-day business operations to ensure clients requests are handled in a timely and effective manner.

Nancy has successfully completed the Life License Qualification Program (LLQP), Canadian Securities Course (CSC) & Investment Management Techniques (IMT) Course.  She is currently working towards achieving the Chartered Investment Manager (CIM) designation.

In her spare time, Nancy enjoys spending time with her two children, family and friends.   She is passionate about fitness, yoga and travelling.

Angela Gencarelli

Client Service Assistant
 

Tel: 613-967-2250
Toll Free: 1-800-647-3998
Fax: 613-967-6054

Email: angela.gencarelli@nbpcd.com

Angela has been in the financial services industry since 1977 and has an extensive background in wealth management and banking. 
 
As a Wealth Management Associate and previously, Investment Relationship Manager, Angela has been responsible for all aspects of client servicing and assisting the Portfolio Manager in managing client assets.
 
Angela holds the Chartered Investment Manager Designation and the Specialist, Trust Institute Diploma. 

She has completed the Canadian Securities Course, through the Canadian Securities Institute and the Personal Trust Services Phase I and II, through the Trust Companies Institute.  Her previous role as a Trust Officer provides her with a solid understanding of the financial solutions offered through the Bank.
 
Angela has decided to join BMO Nesbitt Burns in order to continue working with clients to assist in their financial well-being and to continue working with outstanding Portfolio Managers such as Mark MacDonald and Chris Jefford.
 
When Angela is not busy looking after her clients, she enjoys spending time with her family and friends and especially her children and grand-children.  She also enjoys travelling to Italy to visit with family there.