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Lee Bonell
Tom Jackson, BSc, CIM, FCSI
Garth Postans
Nancy Fratpietro
Anita Smith

Toll Free: 800-461-4191
Fax: 807-345-6741
Tel: 807-343-1909

Address
1127 Barton St.
Thunder Bay, ON
P7B 5N3
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Lee Bonell
Senior Investment Advisor

Tel: 807-343-1909
Fax: 807-345-6741
Email: Lee Bonell
 

Lee has over 35 years of experience, having been with BMO Nesbitt Burns exclusively since1983 and is the founding advisor of the Bonell, Jackson & Postans Investment Advisory Group.  He received his education in Business Administration - Finance at St. Lawrence College in Kingston, Ontario.

Lee is a Life Insurance Advisor with BMO Estate Inusrance Advisory Services Inc. and focuses on the Financial Planning goals for clients with an emphasis on retirement and estate planning objectives.  Utilizing his years of experience, Lee has a strong ability to guide clients through their lifecycle experience from the early years of building a Family through to the retirement period and estate planning focus of wealth transition plans.

Lee has served numerous charitable boards and organizations over the years.  In his free time he enjoys to travel, seeing and experiencing the world, riding his motorcycle and spending time with his two children.

Tom Jackson
Associate Investment Advisor

Tel: 807-343-1911
Fax: 807-345-6741

Email: tom.jackson@nbpcd.com
Connect with me on LinkedIn

Tom started with BMO Nesbitt Burns in 1994, after receiving his Canadian Investment Management (CIM) designation he was awarded a Fellowship of the Canadian Securities Industry (FCSI). He has since added a Professional Financial Planner (PFP) to his credentials, and also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc and is able to offer Options trading to his clients. Tom is a graduate of Lakehead University (BSc 1986).


Tom is actively involved with the Kiwanis Club of Thunder Bay; the George Jeffrey Children’s Centre, and the LACL Foundation.  In 2001 he was recognized by the Province of Ontario for his volunteer activities and in 2009 City Council awarded Tom the Spirit of Thunder Bay Award.  Tom also enjoys several outdoor activities and traveling with his wife and two children.

Tom takes an active role in his clients financial well-being using a wealth advisory approach. He goes beyond investment advice to discuss financial planning, protection of their lifestyle, creating a legacy and the myriad of family issues that often arise. Tom becomes a "family advisor” for his clients, their parents, children or other family members or close friends.

Garth Postans
Associate Investment Advisor

Tel: 807-346-7093
Fax: 807-345-6741

Email: garth.postans@nbpcd.com
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Garth is a lifelong resident of Thunder bay.  He started in the Investment Industry in 1996 and has been with BMO Nesbitt Burns since 1997.

In this time, Garth has advised his clients through challenging markets as well as good markets.  He has assisted individual, corporate and not-for-profit clients with a full range of investment strategies.  This would include using individual fixed income and equity securities as well as managed portfolios, dependant upon the needs of the clients.  Garth is also a Life Insurance Advisor.

He believes identifying client needs and communication are the cornerstone of a productive client/advisor relationship.

Garth is involved with several local charities as a volunteer and as an organizer.

Currently he coaches high school senior football and also served as Football Sport Chair for Superior Secondary Schools Athletic Association.

Nancy Fratpietro (Plasaj)
Senior Sales Assistant

Tel: 807-343-1928
Fax: 807-345-6741

Email: nancy.fratpietro@nbcpd.com
Connect with me on LinkedIn

Nancy has her degree from Lakehead University and has over 25 years in the financial services industry.  Her knowledge and experience gives her a leading edge in providing outstanding service.  Nancy is responsible for the daily administration of all our client's accounts.  Nancy is a soccer mom of three girls, and loves spending time at camp and travelling.

Anita Smith
Administrative Assistant

Tel: 807-343-1900
Fax: 807-345-6741

Email: anita.smith@nbpcd.com


Anita joined the BMO Nesbitt Burns branch in March 2014.  She came to us from BMO Bank of Montreal where she was a Customer Service Representative for 11 years.

As an Administrative Assistant, it is Anita who welcomes our clients upon arrival and it is her friendly voice you hear when you call our office.  Anita is committed to outstanding client service.  Her attention to detail and dedicated work ethic is a strong asset to our team and clients.

In her spare time, Anita enjoys a variety of fitness classes, travelling with her husband and spending time with her family.