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Mark Purcell
Dave Yanick
Grant Powers
Chrissy Billy
Sean Haslett
Karen Young

Tel: 250-339-1703

Address
BMO Nesbitt Burns
1771 Comox Ave Suite 204
Comox, BC

BMO Nesbitt Burns
585 England Avenue
Courtenay, BC
V9N 2N2

BMO Nesbitt Burns
996 Shoppers Row
Campbell River, BC
V9W 2C5

BMO Nesbitt Burns
4729 Marine Avenue
Powell River, BC
V8A 2L2

Contact Us

Who we are

 

Mark Purcell, CFP, MBA, CIM
Wealth Advisor, Associate Portfolio Manager


Tel: 250-339-1703
Email: mark.purcell@nbpcd.com
Connect with me on LinkedIn

Mark is passionate about enriching clients' lives by striving to improve their financial situations. He believes that growing and protecting wealth can lead to positive outcomes for current clients and future generations. Fulfilling this goal requires a combination of experience, judgement and professionalism which he has acquired through more than 25 years of wealth management experience. Mark has achieved his MBA designation which contributes to the fundamental role in the strategy for financial success.

His passion for investment management is second only to his family. Mark met his wife in university. Their son Charlie is 20 and completing his undergraduate studies at Queen's university and their son Sam is enrolled at UVIC in Commerce. When not in the the office Mark enjoys mountain biking in Cumberland, fishing the rivers and lakes of Vancouver Island and skiing on Mt Washington.

Dave Yanick, CFP, CIM
Wealth Advisor, Associate Portfolio Manager


Tel: 250-339-1703
Email: dave.yanick@nbpcd.com
Connect with me on LinkedIn

With 25 years of experience in Private Wealth Management, Dave is a respected advisor to numerous families, businesses, institutions and charities. He is surrounded by an excellent team that work with clients on an individual basis to create truly personalized wealth strategies that run from basic needs to complex goals, with a focus on sincere service and unquestionable integrity.

When enjoying his free time, you can find Dave playing golf in the summer and squash in the winter.

Grant Powers, PFP, CIM
Investment Advisor & Financial Planner


Tel: 778-541-9910
Email: grant.powers@nbpcd.com
Connect with me on LinkedIn

Having worked through the Great Recession in 2008 Grant is acutely aware of the importance of prudent investment management and consistent communication. Grant has obtained the Personal Financial Planner® and the Chartered Investment Manager® designations which allow him to apply the principles of sound financial planning and prudent investment management in order to help our clients acheive their financial goals.

Grant and his wife Lydia enjoy travelling when they can and experiencing the local culture and cuisine of where they visit. Grant is also an avid backcountry camper.

Chrissy Billy 
Sales Assistant


Tel: 250-339-1703
Email: chrissy.billy@nbpcd.com

Chrissy has been with the Bank of Montreal & Nesbitt Burns for a toal of 28 years. Her personality strengths, balanced with her professional experience is truly invaluable. She has proven herself to be dependable, personable and passionate about her career.

When Chrissy is not at the office she is spending time with her husband and daughter. Fitness is a big part of their life. They enjoy long walks and spending time on our beautiful West Coast ocean, paddle boarding whenever they get the chance.

Sean Haslett
Sales Assistant


Tel: 250-339-1703
Email: sean.haslett@nbpcd.com

Seanie draws on the knowledge and expertise she has developed over her 12 years of experience in the investment industry. Her attention to detail achieves meticulousness  and accuracy when accomplishing tasks. She truly values the diversity in the relationships that she has built with her clients over the years. She is keenly sensitive to the clients individuality and ever changing  phases of life.

When not at the office, you can find Seanie in her garden at home. She also cherishes time with her grandchildren.

Karen Young 
Sales Assistant


Tel: 250-339-1703
Email: karenl.young@nbpcd.com

Karen has over 30 years of experience in the financial industry, primarily in personal lending. She spent the last 9 years with BMO in Courtenay, BC as a personal banker assisting clients with mortgages, loans, investments and estates.

Away from the office Karen enjoys gardening, camping, beachcombing and she is an enthusiastic Saskatchewan Roughriders fan. 

 


Our Partners

 

Jaime Wilson,
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services


Tel: 604-631-2609
Email: jamies.wilson@nbpcd.com

 

Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Senior Insurance Consultant at a major bank owned brokerage firm for thirteen years, joining BMO Estate Insurance Advisory Services in 2015.
 

Using a disciplined and professional approach, Jamie provides clients with comprehensive advice on all their personal estate, corporate estate and insurance needs. The knowledge acquired over his 20 years in the estate planning and insurance industry allows him to advise clients on estate creation and preservation, as well as corporate financial security. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
 

Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer.
 

Kirk O'Brien, CPA, CMA, MBA, CFP, TEP
Director, Wealth Planning at BMO Wealth Management


Tel: 250-405-2101
Email: kirk.obrien@bmo.com
Connect with me on LinkedIn

Starting as a loans officer in 1989 in St. John’s, NL, Kirk has over 30 years of experience in banking, investments, financial planning, tax, trust & estate planning and wealth management across Canada.  After 15 years with another major Canadian bank, Kirk joined BMO Private Banking in 2005 as Director, Wealth Planning in Kelowna and in 2013 he and his family moved to Victoria.

Kirk advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, Kirk helps clients understand and articulate objectives for their wealth and family.

Kirk and his family are connoeissuerss of fine food and wine. You can often find Kirk smoking some excellent cheese in the back yard for a gourmet meal.