Tel: 613-547-5288
Tel: 1-800-558-4696

Address

BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

BMO Nesbitt Burns Kingston



Find an Investment Advisor

Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.
 

Ahmad Bakhshai

Visit Site  LinkedIn 


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.
 

 
 

Douglas Cameron

Visit Site   LinkedIn 


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 Clayton

Visit Site 

 
Chris Clayton graduated in Business at Western University and started in the financial services industry in 2008. He joined BMO Nesbitt Burns in 2010 and since then he and Bruce Jeffery have worked together providing personalized, wealth management services to meet their client needs.
 

Anne Desgagnés

Visit Site   LinkedIn 


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.
 
 

Peter Finnegan

Visit Site     LinkedIn 


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.
 
 

Pierre Gaumond

Visit Site   LinkedIn  


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 Gilfillan

Visit Site


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. 
 
 

Iqbal Hussain

Visit Site  LinkedIn 


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.

 

Jeff Treptow

Visit Site 

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.