Murray has worked in the investment industry for over 40 years. He is a graduate of Concordia University in Montreal. In addition to completing the required Canadian Securities courses, Murray has also successfully completed the Personal Financial Planning Course and holds a Level II Insurance License.

Murray has a vast knowledge of all products and services offered throughout the investment industry and has adapted them to create his own unique investment approach, one that reduces risk while providing good returns.

Caroline has been with BMO Nesbitt Burns for over 26 years. Caroline has also successfully completed the Professional Financial Planning Course in addition to her Canadian Securities Course.

Caroline's focus is on financial planning and with the assistance of our very sophisticated software program, 'WealthPath', she provides clients with solutions to common and complex financial planning concerns. Caroline's financial plans are used by clients as 'road maps' and may include a combination of retirement planning, estate & insurance planning , education planning, and tax planning.