Address

BMO Nesbitt Burns
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
Map

Contact Us

Our Team

Joel Cogan, CIM, FCSI 
Senior Portfolio Manager, Senior Investment Advisor

Tel: 204-949-2659
Fax: 204-956-5701
Email: Joel Cogan, CIM, FCSI

Elizabeth Gougeon
Associate Investment Advisor

Tel: 204-949-8063
Fax: 204-956-5701
Email: Elizabeth Gougeon

 

Travis Ridell
Sales Assistant

Email: Travis Ridell

 

Our Partners

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.