Prabhjit has been working for BMO Financial group since 2003. He has completed the Canadian Securities Course, the Professional Financial Planner Course, the Wealth Management Techniques Course and has obtained the Financial Management Advisor (FMA) designation all through the Canadian Securities Institute. He is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Prabhjit has a true passion for the business. He has a great ability to communicate complex matters in simple to understand terms. He is a firm believer in client relationships as this business in based on trust, as well as open and clear communication.
To reach your financial goals you need an advisor who you trust, one who understands who you are and what you want to achieve. His process always begins with an in-depth conversation with you so that your specific financial goals and challenges can be identified. Then, through a collaborative analysis with his team of professionals at BMO Nesbitt Burns he will analyse your circumstances and provide you with solutions to build and protect wealth, guard your lifestyle and simplify the management of your assets.
Jayson joined our team in January 2017, bringing with him over 6 years of wealth management experience. As an investment representative Jayson provides research and trading support, contributes to financial planning, manages firm compliance and regulatory initiatives and services client inquiries related to taxation and banking. Jayson has a proven track record of delivering an exemplary client experience in a both efficient and professional manner. Prior to joining our team, he previously held roles at BMO Nesbitt Burns as marketing assistant and sales assistant.
Jayson holds a Bachelor of Commerce from Dalhousie University, with a double major in Finance and Marketing. In keeping with his commitment to ongoing professional development, he is currently pursuing the CERTIFIED FINANCIAL PLANNER® designation. Residing in South Surrey, Jayson is an avid golfer and enjoys playing competitive hockey and skiing.
Born and raised in Vancouver, Jamie began his career in the financial industry in 2000.He previously worked as a Senior Insurance Consultant at a major bank-owned brokerage firm for 13 years.Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as for privately owned Canadian corporations and shareholders.Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer. Jamie is married to his wife, Laura.
Christina works with our team by helping them identify and address the needs and goals of our high net worth clientele. Christina brings together the knowledge and experience of our in-house tax and estate professionals and works with us and our clients to develop sound wealth management plans. She provides support and direction on complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. Christina has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for some full service brokerage firms and banks where she supported internal and external clients with all aspects of financial planning. Christina completed her Diploma in Investment and Financial Planning from Trend College in Vancouver. She is also a CERTIFIED FINANCIAL PLANNER® professional.