885 West Georgia Street
Senior Wealth Advisor
Steve is a Senior Wealth Advisor with BMO Nesbitt Burns and has been with the firm for more than 20 years. A graduate of Queen's University in Economics, he worked abroad consulting for an international accounting firm prior to joining BMO Nesbitt Burns.
Senior Sales Assistant
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Jennifer is a Senior Sales Assistant and has been with our Team for more than 15 years. She knows each client by name and is a pleasure to deal with on all your administrative and financial needs. She knows how to get things done at the bank and is a wealth of knowledge when it comes to client tax forms required, RIF, RSP, TFSA and RESP rules. Jennifer works with client accountants, lawyers and family members when necessary to make sure they receive information and/or documentation in a timely manner. For those of you who already know our Team, you know who is really in charge and keeps the business so efficient.
Wealth Management Consultant
Christina has more than 20 years of experience in the financial services industry and is a valuable member of our team providing detailed Financial and Estate Plans to clients with more complex situations. Through several meetings of discovery and analysis, clients are presented with a complete Plan outlining their financial situation through retirement as well as the steps needed to achieve their desired Plan goals. Before joining BMO Nesbitt Burns, Christina worked for full service brokerage firms and banks where she supported internal and external clients with all aspects of financial planning. She completed her Diploma in Investment and Financial Planning from Trend College in Vancouver. She also holds the CERTIFIED FINANCIAL PLANNER® designation, as well is a Trust and Estate Practitioner with STEP Canada.