Nellie Chowbay, CIM, PFP, FCSI
Investment Advisor & Associate Portfolio Manager
Nellie is an Economics graduate from the University of Toronto and spent 14 years teaching finance courses. She became a BMO Nesbitt Burns Investment Advisor in 2000. She is also a licenced Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Nellie supports many philanthropic causes and occasionally host a women’s group with the primary purpose of investment education and networking.
Nellie is extremely proud of her two daughters, the elder of whom is an Oxford graduate and runs her own law firm. Her younger daughter is an image consultant with an online business.
James W. Kraft, CPA, CA, MTax, FEA
Estate & Insurance Advisor | Vice President
BMO Estate Insurance Advisory Services Inc. | BMO Wealth Management
With over 25 years of experience in the tax and estate planning community, Jim possesses a comprehensive understanding of the financial and personal complexities faced by owners of private businesses and affluent families
He serves on several boards including the Financial Planning Standards Board (International), the Financial Planning Standards Council (Canada) and the Society of Trust and Estate Practitioners. Jim is co-author of Comment, a newsletter published by Advocis (the Financial Advisors Association of Canada), a frequent speaker at professional seminars and author of numerous professional papers and articles
Finch rounds out our team and is an excellent compliment to the group. A native of Zimbabwe, Finch holds a degree in Ecomonics. Outside the office he enjoys various sports and follows football and basketball