Garett has spent his career building investment plans, managing private wealth, and helping high net worth individuals make smarter decisions with their money. He joined BMO Nesbitt Burns in Winnipeg in 1996, after graduating with a Bachelor of Commerce degree from the University of Manitoba.
Garrett holds both the Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. He serves on the board of Dive Manitoba and volunteers in various capacities with United Way Winnipeg including as a member of the Finance and Administration Committee and the Investment Sub Committee.
Outside of work, Garett enjoys spending time with his wife and two children, biking through the streets of Wolseley, driving to hockey rinks around Winnipeg, gardening, or unwinding at Victoria Beach.
Tim Mahoney is a Winnipeg based Investment Advisor and Portfolio Manager. Tim works with his clients to develop comprehensive family wealth and wealth preservation plans with a particular focus on retirement income planning and portfolio management. He holds a Chartered Investment Manager designation. In his down time Tim enjoys travel and gardening with his wife Colleen, playing hockey and spending time with his pug. Both Tim and Colleen are proud Leaders with the United Way.
Scott is a Winnipeg based Associate with a specialization in strategic wealth management for dentists and business owners. (Scott comes from a line of dental professionals) He holds the Personal Financial Planner PFP®designation and as such, offers personalized financial guidance for dentists seeking help managing an existing practice, or starting up a new one.
Outside of the world of finance, Scott, his wife Courtney and their kids enjoy spending time at the family cottage, fishing, playing ultimate frisbee, and caring for their dog Flint.
