Patrick has 20 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.

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 has three young boys in competitive hockey and enjoys being a hockey dad and managing one of their teams. When Jeff is not watching his kids play in their various sports and activities, he enjoys being a mini stick goalie for his kids and their friends, family vacations and spending time with his wife Jodi.

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 has been with BMO Nesbitt Burns for 15 years, her experience gained within the firm has enhanced her ability to assist with the team's administrative responsibilities. Outside of BMO Nesbitt Burns, she enjoys volunteer work in her community and spending time with her husband and young son.