Team Members

Aaron is a Portfolio Manager and Senior Investment Advisor with BMO Nesbitt Burns since 1997.  Aaron received his degree in Philosophy and Economics from McGill. He has obtained the Personal Financial Planner certificate and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. Aaron leads a team that advises clients who range from individual investors to corporate and institutional accounts. Their investment approach involves a focus on safeguarding capital, managing income needs and achieving superior long-term returns without undue risk. Aaron's commitment is to provide clients with a high level of personalized advice and service, as well as offering access to expert resources (tax lawyers, accountants, etc.) for their unique financial needs. Aaron lives in Toronto with his spouse, Lisa, and children Daniela, Jack & Taylor.

Chris began working at BMO Nesbitt Burns in 2007 after graduating from McGill University and is a Chartered Investment Manager, Personal Financial Planner, and licensed Life Insurance Advisor. Chris has earned a reputation for building relationships with our clients and strives to give meaningful financial advice that will make a difference today and in the future. His investment approach aligns with the team’s emphasis on capital preservation, finding opportunity in volatility, and focusing on fundamentals and the long term. Chris has a keen interest in the capital markets and can often be found reading research or listening to financial podcasts in his off hours. He lives in Toronto with his wife Renae, daughter Harper, and dog Bowie, and spends his downtime running, travelling and camping with his family.

John is an Investment Advisor and has been with BMO Nesbitt Burns since 1998, prior to which he worked at another major Canadian bank. He graduated from the University of Toronto in 1993 with an Honours in Economics and has obtained his Professional Financial Planner certificate. John is a member of the Pape Campbell Braun Fisk White Group, which advises individual and corporate clients whose focus is safeguarding capital, managing income needs and achieving superior long-term returns without undue risk. John's commitment is to provide clients with a high level of personalized advice and service, as well as offering access to expert resources (tax lawyers, accountants, etc.) for their unique financial needs. John lives in Toronto with his wife, Joanna, and daughter, Alessia.

Kelly completed her BSc in Mathematics at McGill University, her MBA at Wilfred Laurier, and is a holder of the Chartered Professional Accountant, Certified Management Accountant designation.  Prior to joining BMO Nesbitt Burns, she was a CFO who worked as a trusted partner to entrepreneurs.  Kelly brings accounting expertise to the team along with an aligned focus on safeguarding capital, managing income needs and achieving superior long-term returns without undue risk.  Kelly lives in Toronto with her husband Patrick and son Shea.

John began working at BMO Nesbitt Burns in 2008. Prior to that he worked at another major Canadian bank in mutual fund accounting. John graduated from U of T, St. Michael's College with an Honours B.Sc in Human Behavioural Biology & Physiology. John has completed the Canadian Investment Manager accreditation. As an Associate Investment Advisor, John performs all aspects of client services, account administration and can execute trade orders.

Chantalle began working at BMO Nesbitt Burns in 2015. She graduated from York University with a BA focusing on Human Rights and Human Resources. Chantalle has been in the financial services industry for over 10 years. She is the primary point of contact for all your adminstrative needs and is dedicated to providing exceptional client service. Chantalle lives in Vaughan with her husband Kam and daughters Sierra and Sofia. Outside of work, she enjoys spending time with her family and friends, staying active and reading.