Joel Cogan, CIM, FCSI
Senior Portfolio Manager, Senior Investment Advisor
Elizabeth Gougeon
Client Service Associate
Travis Riddell
Client Service Associate
Our Partners
Kurtis Massey, CFP, CIM, TEP
Wealth Planning Consultant, BMO Wealth Planning
For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with
Anthony Maros, BA (Econ)
Senior Private Banker, BMO Private Wealth
As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.
Shane Verity, CFP, TEP
Estate and Insurance Advisor, BMO Private Wealth
As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.