Who We Are

Robert began his investment career with BMO Nesbitt Burns in 1994 and he holds the Certified Investment Manager (CIM) as well as Portfolio Manager (PM) designations. The PM designation enables Robert to manage portfolios on a discretionary basis for clients who do not want to be involved in day to day decisions regarding their portfolios. Robert is also able to offer Options trading.

Prior to joining BMO Nesbitt Burns, Robert owned and operated an environmental consulting business and prior to that was a branch manager with Bank of Montreal in Toronto. He has a BA in History from Queen’s University and various business and accounting courses through the University of Toronto.

Robert and his wife Nadia live in North Toronto with their three children. Robert and his family are great fans of the outdoors and enjoy skiing in the winter, kayaking on a remote lake, or exploring hiking trails in the mountains. Robert also enjoys an occasional round of golf in the summer to round out his outdoor time.

After building and then selling a successful restaurant business in downtown Toronto, Ian joined BMO Nesbitt Burns in January of 2000. In the following years he has built a highly respected wealth management practice along with his partner Robert Vogel, and they have a great passion for what they do.

Ian earned his BA from the University of Western Ontario, and achieved the Chartered Investment Manager (CIM) and CERTIFIED FINANCIAL PLANNER® designation. 
 
Ian lives in downtown Toronto with his wife Isabelle, three small children. No pets yet, but the pressure is mounting!

Sam joined our team in February 2017, bringing with her over 15 of experience in the financial industry. 
 
Although Sam did not focus on business in her post-secondary studies, her first job after graduation was with one of Canada’s leading multi-family offices which kindled her passion for the investment field. She has since expanded her knowledge in developing, managing, and implementing wealth planning solutions for high net worth families for over 12 years. Sam describes herself as a “client quarterback” and a manager of day-to day operations.
 
Sam grew up in Scarborough and adores all that summer offers - cottage country, fishing, kayaking and every minute she can spend outdoors and on and under the water as she is an avid scuba diver. She lives in Ajax with her husband and son.

Jillian joined our team in August 2022, bringing a wealth of experience from her six years at BMO Bank of Montreal, where she most recently served as a Private Banker with BMO Private Wealth. In that role, she partnered with Investment Advisors to deliver tailored financial strategies and solutions for clients.

She holds a Bachelor of Commerce degree from the University of Guelph and combines her strong background in banking and lending with her growing expertise in wealth management, enhancing the depth of service we provide to clients. 

Outside of work, Jillian lives in Holland Landing, ON, with her husband Jon, their dog Nelson, and their two-year-old son, Harrison. As a family, they enjoy spending time outdoors and can often be found at their family cottage in Sudbury. Jillian is also an avid snowboarder and passionate reader