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Jonathan Batch
Sharon Tingley
Tric Daer

Toll Free: 800-265-4195
Tel: 519-646-3009

Address
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Jonathan M. Batch, BA, CIM, FCSI, CSWP
Vice President, Portfolio Manager,
Investment Advisor

Tel: 519-646-3044
Fax: 519-679-8848
Toll Free: 1-800-265-4195
Email: jonathan.batch@nbpcd.com

Connect with me on LinkedIn
Jonathan has been building his practice with BMO Nesbitt Burns since 2002. Jonathan graduated from Wilfrid Laurier University with a BA in psychology and went on to complete post university education in insurance, investing and financial planning. In 2010 Jonathan received the Chartered Strategic Wealth Professional (CSWP) designation which ensures he brings a holistic approach to financial planning, especially for high net worth clients and their complex needs. The CSWP ensures expertise in all aspects of financial planning such as portfolio management, tax planning and estate planning.

Jonathan, along with his wife Elizabeth and three daughters, thoroughly enjoy life with family and friends in London. Volunteering is integral to a vibrant community, and is a priority for our family. Jonathan currently serves on the Resource Planning and Audit Committee at St Joseph's Health Care London. He also served on the McCormick Home Foundation board for many years, finishing his time there as Chair of the Board.
 

Sharon Tingley
Associate Investment Advisor

Tel: 519-646-3009
Fax: 519-679-8848
Toll Free: 1-800-265-4195

Email: sharon.tingley@nbpcd.com

Sharon began her career in the financial services industry in 1988 with Canada Trust.  Throughout her 25+ years in the industry she has gained extensive knowledge in all areas of financial management.  After sixteen years and various roles in retail banking Sharon decided to transition from her management role with TD Canada Trust to the wealth management business.  She joined the BMO Nesbitt Burns office in 2007. 

In addition to her ten years of experience as an Investment Representative with BMO Nesbitt Burns, Sharon has obtained her life and disability insurance designation, Professional Financial Planning course and is currently working on completion of her CFP® designation.  Sharon is dedicated to providing the highest level of client care and exceptional service.  Most recently, Sharon has taken on the role of Associate Advisor within our team.


She lives in London with her two daughters Leighton and Mackenzie.

 
 

Tric Daer
Associate Investment Advisor

Tel: 519-646-2020
Fax: 519-679-8848
Toll Free: 1-800-265-4195

Email: patricia.daer@nbpcd.com

Tric grew up in Wingham, Ontario and started in the investment industry in 1994 after completing a Legal Assistant Diploma at Fanshawe College, in London, Ontario.  She join BMO Nesbitt Burns in June 2006 after 12 years at CIBC Wood Gundy.  Tric has completed the Canadian Securities Course, Conduct and Practices Exam, Canadian Options Course, Professional Financial Planning Course and most recently the Wealth Management Essentials Course. 

In her spare time she enjoys travelling, reading, scrapbooking and spending time with her niece and nephew.