Our Team

John is a Senior Portfolio Manager in Ottawa. For over 48 years he has worked in the investment industry, of which 38 years have been with BMO Nesbitt Burns. He has many industry related designations, including a Discretionary Portfolio Manager license and works with several institutional and high net worth clients.

Kathy is a Senior Investment Associate and has worked with John Berryman for 38 years. A graduate of Carleton University with a Bachelor of Commerce (Honours) degree, Kathy has achieved the designation of Certified Investment Manager. Fully bilingual, Kathy prides herself in providing superior client service.

Natalia is a Client Service Associate and has been with BMO for 8 years. She holds a Bachelor of Commerce degree with a specialization in Management from The University of Ottawa. She has over 10 years of customer service experience, which include 8 years of investment industry experience. She is dedicated to providing our clients with exceptional service.

Andrew is a Portfolio Manager at BMO Nesbitt Burns in Ottawa with a tenure of 17 years, of which eight years have been with Nesbitt Burns. He holds a prestigious Discretionary Portfolio Manager license and offers his esteemed clients time-tested investment strategies. He tailors each client’s investments to meet their unique needs.

Richard is an Investment Associate and has worked at BMO for over 12 years. He has also previously worked as an accountant for an additional 7 years. He holds a Bachelor of Commerce (Honours) degree with a specialization in Accounting from The University of Ottawa and is fully bilingual. Our clients are his top priority, and he has a proven track record of putting their needs first.

Jacob is a Client Service Assistant and a recent graduate of Carleton University, where he earned a Bachelor of Commerce (Honours). He brings experience from both Private Banking and administrative roles. Fluent in both English and French, Jacob is committed to delivering attentive, high-quality service and supporting our team in meeting client needs with professionalism and care.