Neil is the investment strategist and Portfolio Manager for the Beube Advisory Team. He works with the clients to create long-term, personalized financial plans in additional to overseeing their portfolio design. Neil also coordinates the strategy with other BMO Nesbitt Burns specialists, such as, tax and estate planning, insurance strategies, philanthropic services and trusts services.
Neil has been in the capital market industry since 1988. Neil started his career as a Chartered Accountant in 1981 working for some of Canada’s leading National Accounting firms. After several years of professional experience, he went into Corporate Finance and Investment Banking, undertaking both private and public financings. He joined BMO Nesbitt Burns as an Investment Advisor in 2003.
Neil became an Associate Portfolio Manager in 2012 and a Portfolio Manager in 2015 which allows him to manage accounts on a discretionary basis. Neil’s analytical approach to working with clients provides them with a comprehensive view of their investment strategy and estate planning needs.
Neil is married to Sadie. They enjoy spending time with their children and grandchildren, travelling and entertaining at their home. Neil likes to keep fit playing golf in the summer and doing yoga in the winter.
Jackie builds trusting relationships with our clients and removes the confusion around investment language. She is responsible for client administration and managing the client’s daily requirements.
Jackie graduated from the University of Victoria with a Bachelor or Arts, major in economics and minor in business. Jackie has been working at Nesbitt since 2016 and became a registered investment representative in 2020.
Out of the office, Jackie enjoys traveling, spending time with family and friends and enjoying the outdoors.