"It’s not just about money……..it’s about peace of mind, choice and independence”
Andrew has been in the Financial industry since the early 90’s. BMO Nesbitt Burns has been home for the last 25+ years. His background in both Economics and retail side of the business has given him a clearer sense of the financial markets. Discretionary Management has been a big key to success for the MMB Wealth Advisory group. Being nimble and decisive are very important in this ever-changing environment.
Father of two amazing daughters, Andrew has been very involved in their lives. "If I survived teaching them how to drive, I can survive anything." In the winter, Andrew likes to ski downhill and cross country and, in the summers, golf and tennis. If you ask him if he's any good, he will let you know that Tiger Woods and Roger Federer have never beaten him.
“Generating quality relationships is my greatest satisfaction; really listening to what clients want from their life and delivering a strategy that’s practical and achievable.”
Drew’s career in the Financial Industry began in the early 90’s. His background on both the manufacturing and retail side of the business has made him a well-rounded Investment Advisor and Portfolio Manager, and a key figure in building the comprehensive wealth management practice that MMB Wealth Advisory is today.
As a father of four, Drew is very involved in the lives of his children. Coaching minor hockey and playing in a men’s league keep him active during the long Alberta winters. A regular at the gym, he maintains weight lifting is responsible for his youthful looks and while he calls himself an amateur sketch artist, he admits his first career choice was animation. Best of all, as a former competitive bagpiper, his claim to fame was playing on stage with Sir Paul McCartney.
“I find it enormously gratifying when clients seek out my advice when they need to make real world decisions that will impact their lives and those of their loved ones. This is both an honour and a tremendous responsibility.”
Chris has worked in the financial industry for 25 years. Initially, his focus was on helping corporate clients get more out of the banking system. However, he derives far more satisfaction providing clients and their families with reliable investment management and financial advice. To that end, Chris became a Discretionary Portfolio Manager because he truly believes that this is the best option for Canadians looking to grow their wealth.
Chris and his wife Janet are parents to an amazing daughter Mhairi. Together with their dog Shilo, they like to spend time at their cabin in the Ghost River Valley where they enjoy cooking, reading, having campfires and spending time with friends.
“I’ve always believed that portfolio construction begins and ends with risk management, and the best way to do that is by getting to know someone on a personal level”
After obtaining a Bachelors Degree in Economics from the University of Victoria, Ben began his career with BMO Nesbitt Burns in 2015 as an assistant before working his way to the position of Investment Advisor in 2016. Ben was awarded the Chartered Financial Analyst (CFA) designation in 2022, and believes strongly in the benefit of continuing education.
Ben’s focus has been around constructing portfolios that compliment his clients through the various stages in life. Strong performance starts with getting the easy things rights, and using that belief as a foundation for performance in a variety of market conditions.
Born in Calgary, Ben enjoys spending time in the outdoors with his wife Katie and their son Harrison, along with playing tennis and doing various activities on the family farm.
“I look forward to daily interactions with clients, building meaningful relationships and partnering with clients to help them achieve their financial and investment goals.”
Shelley’s career at BMO Nesbitt Burns started in 2010. After holding several different positions on both the administrative and managerial sides of the business, she joined the team in 2017.
While her primary focus on the team has been to improve processes and creating systems that streamline operations, Shelley has recently been expanding her role to include an investment advisory component.
Born and raised in Calgary, Shelley likes to fill her time away from the office by travelling, hiking and camping with her boyfriend Darcy and his daughter Hailey. She also enjoys spending time with her family, friends and bullmastiffs Grady and Sadie.
"I love working with our clients because you get to know them so well; you really feel that you are helping them. We get some pretty significant requests from our clients. As a team, we mobilize and get the deal done in minutes or hours. No matter what it takes, you've got to push through and get their needs met."
Kim’s career began at BMO Bank of Montreal, where she advanced quickly from Customer Service Representative to Financial Services Manager and then on to BMO InvestorLine as a Trading Officer. She then made the leap to becoming a Senior Administrator with Keene & Associates in 2003 and continues this dedication with the transition to MMB Wealth Advisory. With a sharp sense of stock market and portfolio review, she has perfected the art of follow through and is determined to resolve any client inquires. The added benefit of the PFP (Personal Financial Planning) aids in her level of expertise when assisting clients.
At home, Kim's focus is her husband and daughter. They enjoy hiking, swimming, badminton, travelling and Italian food together.
“I will always go above and beyond to provide excellent service to our clients. My goal is to make sure every client feels supported, appreciated and truly cared for.”
Tracy began working at BMO Nesbitt Burns in April 2017. She started her career as an Administrative Assistant before becoming a licensed Investment Representative in January 2020. While her role has evolved over the years, her main focus is to help facilitate a seamless, pleasant, and full-service experience for every client.
Tracy is from Nova Scotia and moved to Alberta in 2013 with her husband, Kevin, and their two children. She has called the beautiful town of Olds home ever since. She enjoys traveling, camping, and spending time with her family and friends.
“I look forward to continuing my career with Nesbitt Burns and the team. I love that each day is so different from the one before it. Keeps me on my toes!”
Anna’s career with BMO Nesbitt Burns started in June of 2022, after 8 years of being a insurance advisor. She is so glad that she made the switch, as she loves meeting all the clients and building new relationships.
She was hired as a administrative assistant, but is currently working towards getting licensed so that she can be even more of an asset to the team.
Anna grew up in Water Valley, AB and moved to Didsbury in 2003 where she still resides with her husband and daughters. She enjoys camping, reading, spending time with family and friends, and curling up with her pups Brixton and Dutton, and enjoying some downtime.
“I take pride in supporting the team with the administration tasks so they can be more accessible and present with our clients”
Pam joined the team in 2019 after being a stay at home mom to her two children. Prior to that, she worked in administration and event management in the Oil & Gas and Entertainment industries. In addition to learning the wealth management industry through her admin role, Pam has also enjoyed taking on the social media and website content for MMB Wealth.
Born and raised in Saskatchewan, Pam traded the prairies for mountains and hasn’t looked back. When she is not busy with kids and work, Pam can be found teaching yoga, volunteering as a Peer Mentor at the Alberta Children’s Hospital, trail running and enjoying the outdoors.
Andrew McManus