BMO Nesbitt Burns
1700 - 201 Portage Avenue
Mark Moulson, CFP, CLU, TEP, RHU
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.
Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.
Kurtis Massey, BAppFS, CFP, CIM
Director, Wealth Planning, 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 Economics
Senior Private Banker, BMO Private Wealth
As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.