Melissa Rush, BA (Hons), PFP, CIM, FCSI
Investment & Wealth Advisor
Melissa Rush, Wealth Advisor & Investment Advisor, is highly regarded for her exemplary work ethic and high level of professionalism. She is dedicated to providing holistic wealth management strategies to an established group of professionals, executives, high net worth individuals, and retirees. Melissa’s relationship with her clients is an engaging and collaborative one, built on trust, respect, and integrity.
With over 20 years experience in the financial services industry, Melissa follows a multi-disciplinary and optimized wealth management process, to provide her clients with customized, optimized wealth solutions. She partners with a highly-skilled team of in-house experts to bring further clarity to her client’s financial situations, allowing them to achieve success.
A graduate of the University of Western Ontario, Melissa joined BMO Financial Group in 1998. Melissa has obtained many industry credentials during her successful career. She is also a life insurance advisor with BMO Estate insurance advisory services inc., a Fellow of the Canadian Securities Institute (FCSI), has attained the Personal Financial Planning (PFP®), Canadian Investment Manager (CIM®), and Certified Professional Consultant on Aging (CPCA®) designations. Melissa is committed to lifelong learning, as it is vital to providing appropriate investment advice during ever-changing market conditions.
Outside of the business, Melissa is a competitive long-distance runner, with 49 races (including 14 marathons) to her credit across Canada, the United States, and Europe. Her disciplined approach to setting and surpassing specific, measurable goals is then applied to wealth management.
Melissa’s other lifelong passions include overseas travel, cross-country skiing, hiking, modern and contemporary art, Scandinavian design and reading.
Gord has worked in the financial services industry for six years and joined BMO Nesbitt Burns in June 2016. He has a Bachelor’s degree in Economics from Laurentian University. Gord previously worked at BMO InvestorLine as an equity and options trader. Gord is the team’s first point of contact, handling all client service issues, and administrative duties in the day to day running of Melissa’s practice. In his spare time, he enjoys golfing, watching the Toronto Blue Jays, and spending time at the family cottage.