Toll Free: 1-800-303-3261
Philip Virene is an Investment Advisor in our Sault Ste. Marie office. Philip represents the fourth generation of a family that is proud to call Sault Ste. Marie their home. He is a graduate of the University of Western Ontario and has many years of business and management experience. Philip has also been active in the community serving on numerous volunteer boards including the Sault Area Hospital and ARCH.
When not at work, Philip enjoys boating, downhill skiing and time at the cottage.
Toll Free: 1-800-222-0000
Judy has over 39 years experience in the financial services industry in a wide variety of positions and prior to joining BMO Nesbitt Burns in April 2018 spent more than 20 years providing integrated financial advice and solutions to high net worth clients and their families.
Judy is a CERTIFIED FINANCIAL PLANNER®, a Fellow of the Institute of Canadian Bankers and recently completed her Canadian Securities Course. Judy handles all administrative matters and is the first point of contact when dealing with all client inquiries and requests.
Judy enjoys spending time with her husband Mike and her children and grandchildren in her spare time.
Aziz Nasher, CPA, CA
Director, Wealth Planning
Aziz joined BMO Wealth Management in 2016 after practicing in the areas of tax planning and advisory with a regional accounting firm and a small accounting office for over 8 years. Aziz also taught tax courses for several years at Carleton University's Sprott School of Business and with CPA Ontario.
Aziz graduated with distinction from Concordia University's John Molson School of Business with a Bachelor of Commerce. He attained his chartered accountant designation in 2012 and completed his CICA in-depth tax courses in 2013.
Using a holistic approach and his background and expertise, Aziz helps our clients create a clear roadmap to achieve their unique goals and objectives. Aziz's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Estate and Insurance Advisor, Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Nesbitt Burns Financial Services Inc. (NBFSI) since 1998. Phil provides conprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other advisors, including lawyers and accountants.
Covering the Eastern Ontario region, Phil lives in Ottawa and is fluently bilingual. In his spare time, Phil enjoys spending time with his wife and daughter skiing and enjoying weekends at their cottage.