Philip Brock, B.Comm., CFA, CFP, F.Pl.
Portfolio Manager And Financial Planner
Philip made his entry in the financial industry in 2004, and joined BMO Nesbitt Burns as an Investment Advisor in March of 2006. Since then, Philip has advised many families on retirement 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 Bachelor’s degree in Commerce from the University of Ottawa 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 or off in the woods on a canoe/camping trip.
Patricia Butler, BA
Patricia has been in the financial services industry since 1985. She received a B.A. from Concordia University in 1987 and has completed the Canadian Securities Course and the Professional Financial Planning Course. She joined BMO Nesbitt Burns in March 2004. As Associate Investment Advisor, she engages with our clients around issues of financial planning and portfolio maintenance, among others. Patricia is fluently bilingual and is happy to assist clients in either French or English.
Patricia enjoys reading, playing golf, and spending time with her husband and two children.
Clara Augustine, BBA
Clara has over 13 years of experience in Business Administration and Sales Management. She received her BBA from the University of New Brunswick in 2009, 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. She works closely with each member of Brock & Paputsakis Wealth Management to ensure your administrative needs are met seamlessly in the pursuit of your investment goals, and is pleased to offer her assistance in either English or French.
Clara was raised on the East Coast, and now calls Kingston, Nova Scotia home, where she lives with her husband and their young children. In her spare time, she is passionate about fitness, and enjoys cooking, writing, playing music and travelling with her family.
Originally from Montreal, Diane has over 30 years of experience in the financial service industry. In 2015 she rejoined BMO Nesbitt Burns following a tour overseas with her military spouse. She brings excellent organizational and communication skills to the team. Diane is responsible for administration and provides superior customer service to our clients. She is pleased to offer her assistance in English and French.
Having lived in a number of countries, Diane currently resides in Ottawa with her husband and has two grown children. In her spare time she enjoys travelling, kayaking and hiking.
Megan Labelle, BBA
Megan entered the financial services industry in 2016, completing her Canadian Securities Course (CSC) and Conduct and Practices Handbook course (CPH) to become a licensed investment representative. Megan earned her DEC from CEGEP Heritage College in 2013, and was a Dean’s List graduate of St. Francis Xavier University’s BBA degree with a focus in Leadership in Management.
Before BMO Nesbitt Burns, Megan’s career was in hospitality with five years of experience in front office operations in hotels of varying size – this positioned Megan to excel in providing a high level of client service and professional communication. She is dedicated to fostering strong client relationships and trust, as well as careful attention to detail – she is pleased to offer assistance in English and French.
Megan was born and raised in Gatineau, lived in Nova Scotia for University, and is now settled in Ottawa. In her spare time, she enjoys walking her Chihuahua by the Rideau river, reading, playing the ukulele, and has a passion for cooking.