Meet Our Team

Philip made his entry in the financial industry almost two decades ago, in 2004, and joined BMO Nesbitt Burns as an Investment Advisor in March of 2006. Since then, Philip has advised many families on retirement and estate planning, personal credit, and investment management. In addition to his work with clients, Philip served as Assistant Branch Manager for the Ottawa Dalhousie/Lansdowne branch of BMO Nesbitt Burns between 2014 and 2019. Philip holds a B.Com. from the University of Ottawa with options in finance and international management and holds the Chartered Financial Analyst (CFA) designation. In addition, he has been practicing financial planning as a CFP® certificant since 2007 and has held the Institut Québécois de planification financière’s F.Pl. designation since 2015. Philip is happy to offer his services in English and French.

Born in Montreal, Philip has lived in the National Capital Region since 1987. He calls Orléans home along with his wife Kathleen and their young sons, David, Jonathan and Nicolas. When he’s not providing financial advice to his clients, he and his family can usually be found on the ski hill, camping, cottaging, or travelling.

Clara has two decades of experience in Business Administration and Sales Management. She received her BBA from the University of New Brunswick, subsequently beginning her career in the financial services industry. Clara worked with several BMO Bank of Montreal branches in a management capacity, joining BMO Nesbitt Burns in 2018, when she completed her Canadian Securities Course and Conduct and Practices Handbook course. She works alongside our advisory team in preparation of portfolio reviews, assists with daily transaction management and guides our clients and their families through the estate resolution process.

Clara was raised on the East Coast, and now lives in the Ottawa Valley with her husband and their young children. She is passionate about fitness, cooking, and spending time near the water with her family.

Elyse joined the financial services industry in 2017 following her undergraduate and graduate studies at St. Francis Xavier University and the University of Toronto, respectively. Elyse is a Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA). Prior to joining BMO Nesbitt Burns in January 2023, Elyse was a Manager at Ernst & Young (EY), where she participated in various financial statement audits, and the preparation of corporate tax returns. During 2022, Elyse pursued an international transfer to the EY Paris office to further her professional development, including her proficiency in French.

Outside of work, Elyse is most passionate about staying active, traveling and reading. Elyse will always find time to prioritize a workout and participates in a bi-weekly book club. She strives to visit at least one new country a year.

Megan entered the financial services industry in 2016, completing her Canadian Securities Course and Conduct and Practices Handbook course to become a licensed investment representative. Megan earned her DEC from Heritage College in 2013 and was a Dean’s List graduate of St. Francis Xavier University’s BBA degree with a focus on leadership in management. Before BMO Nesbitt Burns, Megan’s career was in hospitality with five years of experience in front office operations at hotels of varying size. She is dedicated to fostering strong client relationships and trust, as well as careful attention to detail, and loves keeping the team organized. She is pleased to offer assistance in English and French.

Megan was born and raised in Aylmer, and is now settled in Ottawa. In her spare time, she enjoys cooking, spoiling her chihuahua Flash, listening to audiobooks, traveling the world with her partner, and has a passion for advocating equality and LGBTQ+ rights.

Sandro began his wealth management career with the Brock Wealth Management team shortly after earning his Bachelor of Commerce in Finance from the University of Ottawa. Driven by an entrepreneurial goal, he later stepped away to build a multimedia marketing company. Running a business gave him hands‑on insight into cash‑flow management, budgeting, and everyday financial decision‑making, reinforcing how clarity and discipline can help people feel confident about their long‑term goals.

This experience inspired his return to wealth management with a more grounded and client‑focused perspective. He expanded his knowledge as a Senior Associate in Wealthsimple’s high‑net‑worth division, supporting client relationships and gaining deeper exposure to modern financial planning. Sandro has since rejoined Brock Wealth Management, where he contributes through client service, relationship support, and planning and investment‑management assistance. His next step will be to pursue his Chartered Investment Manager (CIM®) designation in order to continue strengthening his technical expertise.

Outside of work, Sandro loves traveling, creating photo and video content, and paddling the lakes around the Ottawa region. He’s fluent in English, French, and Italian, with a dash of conversational Spanish.