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An Experienced Generation of Advisors with Energy and Expertise

Scott Mosher, Stacey Burgess, Nassim Rowhani and Andrew Horton represent the current generation of Investment Advisors leading our practice.

They bring energy, diligence, a willingness to learn, considerable expertise, and a demonstrated ability to listen to clients and to respond to their needs.
 
They enjoy researching businesses, talking to company executives and research analysts inside and outside BMO Nesbitt Burns, and are vital members of our Portfolio Committee.

This generation of Investment Advisors means that our clients will not have to worry about who will take care of their family as our Senior Advisors, Nick and Tony reduce their hours in the office.

Our clients, as well as their accountants and lawyers, have commended us for developing this business model, for, as one of them put it, "Nick and Tony will not go on forever.”


Experienced Senior Partners who are involved with our clients

Nick Glen and Tony Hume provide oversight and guidance to all parts of our practice.

With their experience and wisdom, they often provide advice on 'matters of the heart' like transfer of family wealth, proper estate planning, dealing with aging parents and raising children to be responsible with money.

Their chartered accountant background gives them deep knowledge into the analysis and study of the businesses we own, together with a focus on the importance of after-tax rates of returns for our clients.

Their guidance, education and mentorship has ingrained their beliefs into our entire team.

A Conscientious and Dedicated Team

Our Advisors are strengthened by:
 
  • Our Investment Advisors Alex Ruel and Dagney Evanoff
  • Our Associate Investment Advisors Charlene Lam, Sue Cubberly, Terresa Audet, Michelle Eldred, Stephen Dickinson, and Amanda Chubey
  • Our Administrative Assistants Lynne Torres, Sarah Luddington, Lisa Lee Poon and Brittany Ambrose


Clients and their families can depend on us for the long term

Within our industry, most advisors work as sole practitioners who service their clients directly, with the assistance or one or two support staff.

We strongly believe that clients are better served by a team that has both the wisdom and experience of older advisors, as well as the energy and longevity of a next-generation of Advisors.

This team structure gives our clients peace of mind, knowing that their portfolios will be managed for many years to come, without disruption.