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.

Evan is a licenced Client Service Associate, helping our team by handling day-to-day operations, administration activities and client requests. Evan is a passionate and collaborative individual with a strong love for music, sports, finance, and helping others. A proud graduate of the University of Guelph, he earned his Bachelor of Commerce degree with a major in Economics and is currently pursuing his CFA designation to deepen his expertise in the financial industry.