Prior to entering the investment industry, Philip worked for the Four Seasons Hotel. It was at the Four Seasons that he learned the vital importance of superior levels of service. In essence, exceeding clients expectations. It is this level of service that serves as a cornerstone to Philip’s practice here at BMO Nesbitt Burns.

"I know the attitudes and behaviours that create success”. This is often quoted by Philip to new clients or prospective clients of the firm and is something he does not take lightly. After twenty five years in the investment industry Philip has identified certain behaviours and attitudes that lead to success or failure. Philip helps clients identify their specific behaviours and if necessary, coaches on a behaviour core aligned with wealth and prosperity.

Jackie builds trusting relationships with our clients and removes the confusion around investment language. She is responsible for client administration and managing the client’s daily requirements.

Jackie graduated from the University of Victoria with a Bachelor or Arts, major in economics and minor in business. Jackie has been working at Nesbitt since 2016 and became a registered investment representative in 2020.

Out of the office, Jackie enjoys traveling, spending time with family and friends and enjoying the outdoors.