Ronald is a graduate of Queen’s University in Chemical Engineering and a Fellow of the Canadian Securities Institute (FCSI) with Chartered Investment Manager (CIM), and Portfolio Manager (APM) designations. With over 40 years of experience in the investment industry, as well as 10 years in the oil and gas, forestry and environmental industries, Ronald brings comprehensive knowledge, superior customer service, and reliable investment advice to his clients.

Ron is an avid golfer, enjoying time outdoors, visiting the West Coast and traveling abroad.

Neil graduated from the University of Calgary with a Bachelor of Commerce Degree in Finance. With over 15 years in the investment industry, Neil has completed the Canadian Securities Course, achieved the Chartered Investment Manager (CIM) and is Options licensed.

When not working Neil enjoys spending time with his partner Serena and their dog Aurora hiking, biking and mastering his skills on the grill.

Meghan holds a Bachelor’s degree in Communication & Culture and a minor in Management & Society from the University of Calgary, as well as a certificate in Human Resource Management. She has successfully completed the Canadian Securities Courses, Conduct & Practices Handbook (CPH)®, Wealth Management Essentials and RR licensing. She is actively working towards her Certified Financial Planner (CFP) certification. Meghan volunteers as a Wellness Ambassador and act as Vice Chair for BMO Parents ERG.

In addition to her work with BMO Wealth you can find Meghan her role as a National Trainer with the Lifesaving Society, passionately developing successful leaders for tomorrow. When not working, she enjoys time swimming, doing Pilates and being outdoors with her partner, and three young children.