Tel: 416-296-7113
Toll Free: 1 800-924-0558
Fax: 416-515-1586

Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Contact Us

Meet Our Team

Peter Takeda, CFP®, CIM

Vice-President, Portfolio Manager & Financial Planner

Tel: (416) 296-7113
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Peter

Connect with me on LinkedIn
 

Peter Takeda began his career in the financial services industry in 1992 and joined BMO Nesbitt Burns as an Investment Advisor in 1997.  He received his Bachelor of Arts (Economics) from the University of Guelph.
 
As a CERTIFIED FINANCIAL PLANNER® and a Life Insurance Advisor (with BMO Nesbitt Burns Financial Services Inc.), Peter is able to look at your entire financial picture in order to help you plan better for the future. 
 
Peter is a former triathlete having participated in multiple Ironman events.  When he’s not in the office, he enjoys spending time with his three children Rebecca, Vanessa and Jake.

Al Ferrer, CIM

Portfolio Manager

Tel: (416) 296-7113
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Al

Connect with me on LinkedIn
 

Al Ferrer has been with BMO Financial Group since 1998, starting at BMO Bank of Montreal and eventually joining BMO Nesbitt Burns in 2008.

As a Portfolio Manager, he is responsible for investment research and overseeing the day to day trading activity of client investment portfolios.   Al is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Al is an active member of the community, participating in charitable events for Kids Help Phone and The Heart and Stroke Foundation's Ride for Heart.  In his spare time, he enjoys photography, cycling and (as a result of the recent pandemic) baking.

Sharon Caunan

Sharon Caunan

Investment Representative

Tel: (416) 296-0786
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Sharon
 

Sharon Caunan joined BMO Nesbitt Burns in 2005.  As the team’s Investment Representative and Administrative Assistant, Sharon provides high quality administrative and organizational services to clients of The Takeda Investment Group.
 
In her spare time, Sharon enjoys gardening, travelling and photography.