Ahmad runs a Wealth Advisory practice with his business partner Pierre Gaumond, and their associates. Prior, he was the Director of Wealth Planning for the region, where he prepared the Financial Plans for High Net Worth and Ultra High Net Worth clients of BMO Private Wealth. Ahmad is a member of the Estate Planning Council of Eastern Ontario. He is an Academic Assistant at Queen’s and U of T for their Masters Programs, a contributor to FP Canada, and a judge at ICBC, amongst others.
I have been helping individuals and their families with their investment needs since 1997. I firmly believe that my clients interests are best served by taking a fully diversified portfolio approach to investing. Working closely with my clients, I will formulate a customized investment strategy tailored specifically to each client’s objectives and risk tolerance. Whether my clients are conservative income-oriented investors, or growth-oriented investors, I will design an investment strategy that best fits my clients' needs.
Chris has over 15 years experience in the financial servcies industry and joined BMO Nesbitt Burns in 2010. He holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He is also qualified as an Insurance Advisor with BMO Estate Insurance Advisory Services Inc. and earned a Bachelor of Management and Organization Studies degree from the University of Western Ontario.
Having worked well with Anna Dickson for many years and sharing her vision of how to serve clients and operate an advisory practice, Chris teamed up with Anna early in 2022 to create the Clayton Dickson Investment Group.
For nearly a decade I worked in portfolio management for a clientele consisting mostly of pension funds and high net worth families. This experience was acquired through a very hands-on investment selection process. The investment philosophy that I employ today at BMO Nesbitt Burns is very much based on the knowledge gained through this extensive experience, enhanced by my background as an engineer, with an MBA in Finance, and the Chartered Financial Analyst (CFA) designation. My approach is one of portfolio construction and management, based on mostly direct ownership of securities with an emphasis on risk management, tax efficiency and cost effectiveness. I work with clients to build customized portfolios that fit within the context of a financial plan based on their specific needs and situation.
With over 25 years in the financial services industry, my overriding goal has remained the same: to help individuals work towards their financial goals. I believe my ability to explain difficult concepts in understandable terms has enabled me to build a practice from the referrals of satisfied clients. I hold the Portfolio Manager designation which allows me to manage investments for clients on their behalf.
With over 20 years of experience in the financial services industry, I will use my solid financial background and experience to assist you and your family make your money work harder. While protecting your interest in an unbiased fashion, I believe that personalized investment strategies supported by tailored, clear and objective financial planning will help you achieve your financial goals with complete peace of mind. I am committed to providing you with the personal attention you deserve, complete follow through with what we decide and timely follow-up.
Jack leads an independent advisory team that advises, manages and services traditional portfolios of stocks and bonds for individuals, families, charities and corporations on a fee-basis. He has a degree in business (Manitoba Institute of Technology, University of Winnipeg), holds a Chartered Professional Accountant designation and has over 40 years’ experience in the financial services industry. Jack joined BMO Nesbitt Burns in 1995 and was the first manager of the Kingston office. After growing the office to a critical mass, he then chose to step aside from managing in 2007 to focus solely on clients.
I have over 20 years’ experience in the financial services industry and have completed numerous investment related courses. I joined BMO Nesbitt Burns as an Investment Advisor to leverage the firms’ legacy of investment research and commitment to wealth planning. I provide portfolio and investment advisory and financial planning services for high net worth individuals, professionals, business owners, and their families. I welcome new clients for an introductory conversation.
Blair graduated Queen’s University with honours and started work in the financial industry in 2011. He worked for almost a decade with National Bank of Canada as a Senior Financial Planner, managing the region’s highest net worth clients and complex investment strategies, before joining BMO Nesbitt Burns in 2021. His approach with everyone asking, “How can I do better?”, ensures each portfolio and personalized strategy evolves with the markets, and his clients.
As a Wealth Advisor, I work closely with clients, sharing my expertise and advice to help you successfully realize your investment goals. My conservative approach and emphasis on managing risk is why I believe “that asset mix selection is the foundation of long term financial success.” I have built my business through working with High Net Worth clients and it is a privilege to be entrusted with the management of my clients' wealth. My Mission is to provide clients with wealth-management services based on experience, integrity and loyalty.