BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Who We Are
Richmond Cord Wealth Advisory Team | BMO Nesbitt Burns
We’re a can-do team dedicated to the highest level of client responsiveness and service. We bring years of investment advising experience to each client’s situation. We put your needs front and centre, empowering you to make the right decisions to ensure you enjoy your wealth.
Our team has the collective expertise to advise you both personally and professionally, and at every life stage. Our unbiased, holistic approach encompasses all aspects of wealth management:
- investment planning
- wealth advisory
- retirement planning
- business planning
- estate and insurance services
- tax planning
- philanthropic giving
Investment Advisor, Wealth Advisor
I’ve enjoyed a career spanning more than 25 years as an Investment Advisor, most of that time with BMO Nesbitt Burns. My degree in Social Work has enabled me to become a trusted relationship manager with keen listening skills and the ability to break down goals into realistic steps. I build solid, lasting relationships with my clients based on their trust and confidence in me.
My husband, Steve, and I make our home in the beautiful Caledon Hills, where we take full advantage of all the outdoor activities the area provides. We love it when friends and our four adult children visit and spend time with us.
"The one thing you can always count on from Bonnie and her team is excellence. Whether that's responsiveness, sound research, financial advice, a panel of experts, a friendly ear or a new opportunity, they deliver." KL - December/2018
I joined BMO Nesbitt Burns in 2009 and built a reputation for truly listening to clients and delivering proactive, approachable solutions to meet their specific needs. I focus on my clients' goals, committing myself to being well-informed and knowledgeable to deliver the best results for their situation.
In addition to my responsibilities to clients, I take pride in coaching new Investment Advisors and regularly speaking to the BMO Nesbitt Burns National Rookie Training Program.
I am a proud graduate of the Second City training centre and perform in amateur shows. I hold an honours degree in Economics from Huron University College at the University of Western Ontario. I live in Etobicoke with my wife and our young son.
"After completing due diligence with three other Bay Street advisors, I was sure Elias' team were the best choice for me and my family to achieve our longer financial/retirement goals." CR - July/2021
Associate Investment Advisor
I joined BMO Nesbitt Burns in 2010. I handle all aspects of the communications and administrative sides of the business including answering client inquiries, scheduling client meetings, preparing appointment materials, and assisting with financial plans. I enjoy initiating financial plans, updating current plans and presenting them. My role encompasses client communication, newsletters, market commentary, as well as sharing relevant content on social media and our website.
I have completed the Wealth Management Essentials, Financial Planning Supplement and just recently the Applied Financial Planning Certification Exam. I am currently working on the required practical hours before applying for the PFP® designation.
Outside of the office, I enjoy spending time outdoors with my husband and our son.
"After my introductory meeting with Elias' team, I felt very comfortable they could help my wife and me achieve our retirement goals." CR - July/2021
We'd love to learn your story! Contact us today
I joined BMO Nesbitt Burns as an investment representative on Bonnie’s team in 2003, bringing decades of experience in the investment industry. I am an expert behind the scenes administrating withdrawals, contributions, deposits, EFT's, wires, tax packages, estates, new account openings, and requests for account history.
Having completed my Canadian Securities Course and Conduct & Practices Handbook Course, to become a fully licensed assistant, I take pride in the dedication and loyalty I bring to both client services and administration.
I love spending time with my son, Parker. We are big Blue Jays fans! I also enjoy running, snowboarding, traveling and reading.
"Bonnie and Jackie execute quickly and flawlessly. They work together as an impressive team." NP - December/2018
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments