Our Team


 

Patrick Cooke, CIM, FCSI

Senior Portfolio Manager & Senior Investment Advisor

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 building and managing investment portfolios.

His experiences 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 young daughters, Hazel and Lily

Jeff Katzin, CA, CFA, CPA

Senior Portfolio Manager & Senior Investment Advisor

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 Kozlovic, B.Comm.

Senior Investment Associate

Sandra has a Bachelor of Commerce from the University of Toronto and has been with BMO Nesbitt Burns for 20 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.

Kassandra MacIntyre

Senior Client Service Associate

Kassandra has been with BMO Nesbitt Burns for over 20 years. Her experience gained within the financial services industry has enhanced her ability to lead the team's administrative responsibilities and provide outstanding customer service, even in complex scenarios. Outside of BMO Nesbitt Burns, she enjoys volunteer work in her community and spending time with her husband and two sons.

sahana srikanthan

Sahana Srikanthan

Client Service Assistant