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Stacey Burgess, BA, CIM

Portfolio Manager and Investment Advisor

Tel: (604) 443-1526

Fax (604) 443-1494

E-mail: stacey.burgess@nbpcd.com

 

Stacey is a Portfolio Manager, Investment Advisor, and Senior Vice President in The Glen Group, and has responsibility for a large and diverse client base. She is especially passionate about working with women in order to empower them financially and give them peace of mind about their money and their future. She was part of the Women in Wealth advisory group at BMO Nesbitt Burns, and is proud to be a voice that is helping to support and advance women advisors within the firm, as well as provide a great place for women investors to invest and plan for their future.

Stacey is a prairie girl, having grown up in northeast Alberta and graduated from the University of Calgary in 1990 with a Bachelor of Arts degree (Russian major). She joined BMO Nesbitt Burns in 1994 and spent the first part of her career in the Capital Markets group. In 1996, she joined the Private Client Division of the firm and for the next decade worked as an Associate IA for a senior Investment Advisor and his team. In 2007, she made the move to The Glen Group as an Investment Advisor. During her many years in the advisory business, Stacey has completed the courses and exams to earn the designations of Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Portfolio Manager. In 2011, as a result of her hard work, dedication, commitment to learning as well as the steady development of her professional expertise, she became a partner in The Glen Group.

Stacey lives in North Vancouver with her two daughters, Kaelyn and Asia, and their beloved golden retriever, Zoe. In her spare time, Stacey enjoys running on the North Shore trails, spending time with friends and loved ones, and planning her next travel adventure.