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.

Patricia has worked in the financial services industry for over 35 years and is well known to our clients, having joined BMO Nesbitt Burns in 2004, after having worked in various positions in banking, lending, and investments at other financial institutions. She completed her Diplome d’études collégiales (DEC) at Vanier College in Montreal in 1983, completing a program in special care counselling. She then received a BA from Concordia University in 1987 and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook course (CPH), Professional Financial Planning Course (PFPC) and the Derivatives Fundamentals and Options Licensing (DFOL) course. As a Senior Investment Associate, Patricia engages with our clients around issues of financial planning and portfolio maintenance and is happy to assist clients in either English or French.

A Montreal native, Patricia enjoys golf, boating, reading and spending time with her husband, two children, and three grandchildren.

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.

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.

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.