Patrick has more than 25 years of investment experience with BMO Nesbitt Burns and is a Fellow of the Canadian Securities Institute. Additionally, as a Canadian Investment Manager, Patrick's discipline lies in the area of wealth planning & building and managing investment portfolios for high-net-worth families..

His extensive experience through both bull and bear markets is invaluable to keep clients on track to reach their financial goals.

Patrick lives in Port Credit with his wife Melissa and daughters, Hazel and Lily. Patrick and his family enjoy spending time together, skiing in Collingwood in winter and cottaging on Georgian Bay in the summer.

Starting at BMO Nesbitt Burns in 2002, Jeff works within the team to create and manage financial plans and investment portfolios for high net worth clients. With his proficient background of both Canadian taxation and Portfolio Management, Jeff works with the Tax Specialists at BMO Nesbitt Burns and clients’ tax advisors to ensure portfolios are optimized with a focus on risk-adjusted, after-tax, total returns.

Prior to his role as an Investment Advisor, Jeff worked in Corporate Finance at Deloitte where he specialized in business valuations and due diligence engagements. He then moved onto become the Director of Finance & Administration for a major Canadian Consumer Products company.

At home, Jeff and Jodi have said (hopefully temporarily) goodbye to two of their three sons while they pursue their goals and dreams. Jeff will be getting his hockey dad fill from his last remaining son at home. When Jeff is not following his kids around, he enjoys family vacations, cooking, reading, and spending time with family, friends and especially his wife Jodi.

Sandra has a Bachelor of Commerce from the University of Toronto and has been with BMO Nesbitt Burns for over 25 years. With a forte in client service, she manages all the administration for the team. Somehow she also finds time to travel extensively, follow the art scene and is a loyal supporter of the Canadian Opera Company.

Sahana is a licensed Client Service Associate with just over 5 years of industry experience. She supports the team by assisting with documentation, client transactions, money movements, along with other daily administrative duties. Sahana also thoroughly enjoys speaking with clients directly, so give her a call! Her attention to detail and dedication to prompt service contributes to the Cooke Katzin Investment Group's positive client experience.

Daniel lives in Toronto and has been with Nesbitt Burns his entire professional career. Among his regular duties as a Client Service Associate, which can range from fee-based and transactional account maintenance, to simple documentation requests, he strives to achieve the highest level of client satisfaction. Daniel is collaborative team player, and his overall knowledge helps support the development and execution of the business.

Previously studying accounting, and later financial planning as a graduate, he is passionate about the investment industry and continues to pursue many continuing education courses and certifications. On his spare time, Daniel enjoys playing golf, tennis, staying active in the gym, as well as traveling and experiencing new cultures and destinations.