Tel: (204) 949-2183
Fax (204) 956-2018
As a Winnipeg-based Investment Advisor with BMO Nesbitt Burns, I bring eighteen plus years of financial industry experience to the table. Designations I hold include Financial Management Advisor (FMA) program, a program focused on advanced wealth management strategies and most recently, certification as a Wealth Management Services Specialist for High Net Worth Clients, through The Knowledge Bureau. I hold a B.Comm (honours-finance) degree through the University of Manitoba.
I believe that giving back to the community is vital to sustaining the culture and fabric of our community. I currently sit on the Board of Directors for the I. H. Asper School of Business Young Associates and sit on the United Way GenNext Council, as well as continue to participate in many community fund-raising events for organizations such as Winnipeg Art Gallery and the I. H. Asper School of Business Young Associates.
I actively participate in a variety of sports and am committed to living a balanced lifestyle.
Client Service Specialist
Tel: (204) 949-8051
Fax (204) 956-2018
Melony has been in the Financial Services Industry for over 30 years. She has worked in various positions throughout her career which have added to her overall knowledge and makes her valuable asset to our team. Melony specializes in Client Service and Administrative Support.
Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc
Tel: (204) 949-8988
Fax (204) 949-8998
With over 25 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.
Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.