20 Erb St W, 4th Floor
Steve is Vice-President and Managing Director at BMO Nesbitt Burns and the Branch Manager of Waterloo, Guelph and Collingwood Branches. Steve has been an Investment Advisor at BMO Nesbitt Burns since 2000 and is a recipient of the Director’s Award in recognition of his successful practice. Steve has pursued additional accreditation to further support his clients; he maintains designations as a Chartered Investment Manager, Financial Management Advisor and Professional Financial Planner. He is also an Associate Portfolio Manager as well as being a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. Steve graduated with Honours from the University of Waterloo in 1994.
Steve is one of the few hands-on Investment Advisors left in the business. He spends a great deal of time at the initial consultation gaining an understanding of his client’s goals as well as at subsequent review meetings ensuring he is on track to helping achieve them. As the lead Investment Advisor of the Schaefer Wealth Advisory Group, he is responsible for overseeing all the investment recommendations and decisions that are implemented in his clients’ accounts. Steve draws on the information extracted during the Financial Plan process to ensure his clients receive the highest level of guidance as it pertains to preserving their wealth. In addition to investment strategies, this may include estate planning, tax planning, insurance planning, pension planning, and succession planning and Steve also has received tremendous appreciation as a result of his expertise helping his clients strategically arrange their income during retirement.
Vicki is responsible for wealth planning guidance onsite at the Bank of Montreal – Hiway Centre Branch located at 1375 Weber Street East, Kitchener, ON N2A 3A7.
Vicki and Steve first met at the Bank of Montreal in 2000 where Vicki was working as a Relationship Manager. It didn’t take long for Steve to realize Vicki would make a tremendous addition to his team given her expertise in the bank and her exceptional rapport with bankers and clients alike. Having pursued the BMO Nesbitt Burns Investment Advisor program in 2007 - extending a 20-year career in the financial services industry - Vicki now works with our clients out of the BMO Hiway Centre Branch as our Resident Investment Advisor. With her experience in the banking industry and connections with our banking colleagues, Vicki oversees all of her clients wealth-management needs.
She implements a variety of investment strategies, financial and retirement planning, estate planning and tax minimization strategies while working closely with our Bank of Montreal Partners. Vicki’s clients have developed a trust in her and have come to appreciate her integrity and commitment to outstanding customer service. Vicki has completed her Canadian Securities and Wealth Management Essentials courses and is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
Strachan’s career began at the Bank of Montreal 22 years ago directly following her graduation from Queen’s University. Strachan began with the Bank of Montreal at the main branch in Ottawa, followed by 3 years with BMO Private Bank and then transferred to BMO Nesbitt Burns in 2000 to begin her career as an Investment Advisor.
Strachan’s role in the team is to develop Financial Plans for our clients. These plans help us to assess current financial situations, understand objectives and develop plans of action. Once this Financial Plan has been created and subsequently reviewed with our clients, it becomes the main tool that we refer back to, in order to ensure we are consistently working toward achieving their goals. In addition, Strachan has earned the designations of CERTIFIED FINANCIAL PLANNER®, Financial Management Advisor, Professional Financial Planner and she is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
Carol joined BMO Nesbitt Burns in 1997 after working in various roles for 10 years with the Bank of Montreal and BMO Private Bank. Carol has advanced knowledge of the investment and administration processes and provides assistance and expertise in navigating all administrative issues.
She has very strong organization skills and pays exceptional attention to detail. While Carol’s primary responsibility is the administrative operations for our group, she is registered as an Associate Investment Advisor and maintains designations as a Professional Financial Planner and Financial Management Advisor and is a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. With this extensive knowledge base, Carol has a depth of understanding that has become invaluable to both our team and our clients.