Douglas Cameron
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
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.
Anne Desgagnés
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
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
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
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.
Morgan Shannon
Investment Advisor
Morgan Shannon has over 14 years experience in the financial services industry with BMO. She has a strong focus on client service and assisting clients to achieve their financial goals. She holds a degree in Sociology from Queen’s University and has earned her Personal Financial Planner (PFP®) Designation through the Canadian Securities Institute. Morgan is thrilled to join Chris Clayton and Anna Dickson's team to further grow their practice and offer personalized advice and guidance for clients.
Ian Smith
Investment Advisor
For 15+ years, Ian has helped businesses, owners and professionals navigate key financial milestones with strategic advice and customized wealth solutions. His diverse experience informs an approach that simplifies complexity across tax, estate, retirement and succession planning to help clients achieve their financial goals. A proud husband and dad to two young boys, he values trust, clarity and long-term partnerships.
David Walker
Dave graduated Queen’s University with a degree in Economics and holds the Chartered Investment Manager (CIM) designation. He has spent the last five years working in the financial services industry and joined BMO Nesbitt Burns in May 2020. He is a firm believer that hard work, integrity & honesty are the core pillars of all client relationships.