Our Partners

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team. 
 
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs. 
 
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
 
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.  

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

Kevin has had an exceptional career where he has gained a wealth of business knowledge and experience.  Prior to becoming a Mortgage Specialist, Kevin was Managing Partner at VRG Capital, overseeing their European assets, and before that, General Manager within Pattison Industries at Pattison Outdoor Advertising.  More recently, Kevin has been working with clients as a mortgage advisor for over 12 years.

Kevin is exceptionally familiar with the mortgage industry having been an independent mortgage specialist prior to joining the Bank of Montreal. Kevin has an undergraduate degree from University of Toronto and an MBA from the Edinburgh School of Business. Kevin uses his skills to help clients finance their homes, cottages and investment properties.