Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs


Trevor Macdougall

Trevor Macdougall is a Senior Investment Advisor, Portfolio Manager & the Regional Director of Advisory for Atlantic Canada at BMO Private Wealth. He has more than 25 years of experience advising private clients. Trevor and his team work primarily with senior business leaders and executives across the country and advise these clients via a personalized, hands-on approach to investing, coaching and teaching to put clients in control of their longer term financial wealth. Trevor and his expanded team of subject matter experts also provide advise in the areas of wealth planning, tax, insurance and will & estate in order to ensure that their clients fulfill their long range goals.

Trevor is active in his community and core causes include community social investing, animal well-being and children’s mental health. Trevor and his wife Ali, have three children and live in greater Saint John, NB.


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Jeremy Pearson 

Jeremy is a dedicated investment professional with 28 years of experience advising affluent investors. With a personalized and strategic approach, he focuses on wealth preservation for his clients through strategic planning. Jeremy joined BMO Private Wealth in 1993. He is a Portfolio Manager and holds the PFP and CIM designations. 

Outside of the office, Jeremy coaches youth basketball and enjoys golfing and playing guitar.


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Mark Anderson

Mark began his career in 1998 after graduating from St. Francis Xavier University. Since that time, Mark has continued to implement and build on the strong foundation created by his predecessor, Doug, providing exceptional investment advice and service to his clients. Using a deep understanding of the needs of his clients, Mark and his talented team prepare intricate wealth plans for clients all over Canada.


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Chris Palmer 

With over 25 years of experience in the wealth management industry, Chris really enjoys knowing that he comes to work each day to help high-net-worth clients accomplish goals and seek to always put our client interest first. He takes a comprehensive approach to help young professionals build wealth, provide retirement plan services to business owners, and create a clear pathway in achieving results with every aspect of their financial affairs. As a team at BMO Private Wealth, we are well equipped with the tools needed to provide help in areas such as Wealth Planning, Investment Management, Commercial Banking, Private Wealth Banking, Strategic Insurance, Estate Planning, Succession Planning, and Foundations & Philanthropy. We can simplify your investment options for easier decision-making and better control, and work with you to develop estate solutions that will provide peace of mind for you and your family.


David Cosman

Dave is a dedicated investment professional with 25 years of experience advising investors. With a personalized and strategic approach, he focuses on mapping your goals by building realistic & detailed financial plans for his clients.

Dave joined BMO Private Wealth in 2013 and holds the Certified Financial Planning designation. He is a graduate of University of New Brunswick with a degree in Business Administration. In his personal time, Dave enjoys being with his family.


Michael Mackay

Michael firmly believe that his clients’ interests are best served by taking a fully-diversified portfolio approach to investing and employing the principles of limit orders to take advantage of market volatility and enhance returns. Michael work closely with his clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is looking for income or growth, Michael designs an investment strategy that best fits their needs.


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Matthew Straight

Matthew is a dedicated investment professional with 18 years of experience advising affluent investors who partners with our Quispamsis BMO branch. With a personalized and strategic approach, he focuses on mapping your goals by building detailed & robust financial plans for his clients.

Matthew joined BMO Private Wealth in 2008 and holds CFP & CIM designations. He is a graduate of the University of Lethbridge with a degree in Business Management.

In his personal time, Matthew enjoys spending time with his wife and 5 daughters, horseback riding, mountain biking, boating, and snowboarding.

Chris Murdock

Senior Investment Advisor

Chris has been providing customized Wealth Management strategies for his clients for over 25 years. In building these long, trusting, client relationships Chris takes the responsibility of managing his clients financial affairs with the highest importance and gratitude. Along with holding a Bachelor of Commerce Degree from Saint Mary's University, Chris has always continued his industry learning through multiple courses and seminars with the goal of understanding the constant change throughout the Wealth Management business.

Chris understands that each client's needs are truly unique. He is committed in offering relevant, practical wealth advice for his clients that are in line with his clients financial goals. Whether it's working with individuals, families, business professionals or industry organizations, Chris and his team can provide tailored wealth advice and strategies that will allow his clients to enjoy some peace of mind.

In his spare time, Chris enjoys spending time with his family and friends and serving his community of greater Saint John for which he has spent most of his life.