885 West Georgia St.
Experienced Senior Partners who are involved with each one of our clients
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.
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.
Their guidance, education and mentorship has ingrained their beliefs into our entire team.
Scott, Stacey, Nassim and Andrew represent the next generation of Investment Advisors in our practice.
Our Advisors are strengthened by:
Within our industry, most advisors work as sole practitioners who service their clients directly, with the assistance or one or two support staff.