Murray has worked in the investment industry for over 40 years. He is a graduate of Concordia University in Montreal and has completed all of the required Canadian Securities courses.

In addition to his extensive experience, 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 29 years. Caroline has successfully completed the Professional Financial Planning Courses in addition to her Canadian Securities Courses.

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.