Our Team

Jeremy focuses on understanding what is important to you to help you accomplish your financial goals through a personalized, team approach. He specializes in wealth preservation, planning for your future and investment advice. Working with individuals, families and businesses, Jeremy is dedicated to building a lasting relationship based on trust, transparency, and consistent performance.

Through 30 years of experience at BMO Private Wealth Jeremy has earned the title of Portfolio Manager. He also holds the designations of Personal Financial Planner (PFP) and Chartered Investment Manager (CIM). Jeremy has extensive experience in equity markets, fixed income, and alternative investments. Through a disciplined approach to investing, he ensures that portfolios are not only diversified but also aligned with client’s long term financial objectives.

Outside of work, Jeremy enjoys cooking, travelling, coaching basketball and spending time with his wife Cathy and their daughters Neve and Reegan.

BJ brings 12 years of experience from the medical industry. His time spent building relationships and providing advice to clients who are going through transitions with their business has given him a unique skillset that lends well to providing advice to his private wealth clientele.

BJ joined BMO Private Wealth in early 2024. He has been committed to providing a personalized, client focused approach that is tailored to each client's needs by working with our BMO professionals for financial planning, tax planning, and estate planning.

A lifelong resident of New Brunswick, he attended UNBSJ, where he earned a Bachelor of Business Degree, and later attended Presque Isle University achieving a Bachelor of Education Degree.

B.J. is a dedicated sports enthusiast. You might see him playing soccer or golf, cheering on his oldest daughter in basketball, or coaching his son in hockey. Playing and coaching sports have engrained teamwork, leadership, discipline, and resilience in his everyday life. He cherishes spending time with his wife Hannah and their three children Devyn, Brady, and Emery.

Stacy graduated from the New Brunswick Community College Investment Management program as an Honor Student and now has over 16 years of financial services experience, joining BMO Private Wealth in 2010.

As a registered representative, Stacy works hard to meet the needs of clients and provides essential support to the team. From building client relationships, handling documentation, account opening and transfers, Stacy ensures we are well organized, so we can better serve our clients. Thanks to her passion and drive, Stacy has been a recipient of multiple awards, including the BMO Private Wealth Regional Achievement Award for 2021 and 2024. 

Stacy is currently working towards her Personal Financial Planning designation (PFP), with the Canadian Securities Institute to better serve clients and further grow her career.

Born and raised in Saint John, she values time spent with her husband Adrian and their son Quinton, when she is not on the softball field.

Will grew up with a love for hockey. From 2013-2018 he played in the Quebec Major Junior Hockey League for the Moncton Wildcats & Charlottetown Islanders. From 2018-2022 he played hockey at St. Francis Xavier University where he graduated with his Bachelor of Business Administration with a Major in Finance. After Graduation, Will finished his hockey career playing professionally in France for a year.

Now settled into the start of his business career, joining BMO Private Wealth in 2024, he will focus on our team’s daily tasks to help clients reach their financial goals while learning the industry to achieve his goal of becoming an Investment Advisor.

Hobbies include golfing, fishing, and coaching youth hockey.