Meet The Team

Barbara has over 35 years of investment industry experience, the majority of this at BMO Nesbitt Burns.  Barbara holds the CFA charter and is a Portfolio Manager.  In addition to her focus on helping people with their investment needs, Barbara has served on the Boards of Charity Intelligence Canada and various community not for profit organizations. Barbara enjoys many outdoor activities including sailing, skiing and time spent with family.

Terry is an Associate Portfolio Manager, Professional Financial Planner and has the CIM Designation. Terry joined his wife Barbara at the firm in 1997. Prior to 1997 Terry had a successful career in Commercial Real Estate where he was a Director of the Toronto Real Estate Board and Chairman of the Commercial Division. Terry and Barbara have three children. In his spare time Terry enjoys family, travel, mountain biking and many outdoor activities. 

Max earned his BComm in Finance at Dalhousie University in 2017. He joined BMO Nesbitt Burns and the Triskan Wealth Management group shortly after in March of 2018. In his spare time Max enjoys all things sports especially playing rugby and golf.

Sophie joined The Triskan Group in the capacity of Sales Assistant. Sophie is responsible for managing all aspects of the day-to-day operations & administrative duties. Sophie completed her Bachelor's and a Master's degree in Economics at the University of Western Ontario and the University of Windsor, respectively. She moved to Toronto in 2019. Outside of work, she enjoys hanging out with her friends, she is a foodie and enjoys engaging on social media. She also likes hiking and spending time with her puppy. 

Ethan Ward is a Client Service Associate with nearly five years of experience in the wealth management industry. For the past three years, he has been a valued member of the Triskan Wealth Management Group, where he plays an integral role in supporting advisors and ensuring clients enjoy a seamless, high-quality experience. Ethan is well known for his strong attention to detail and approachable nature. He truly takes pride in providing clients with exceptional, personable service, and he enjoys building relationships that help clients feel confident and well supported throughout their wealth management journey. Outside of work, Ethan is an enthusiastic NFL and college football fan. He is married, a proud dog owner of two, and he’s looking forward to growing his family in the years ahead.

Oliver joined BMO Nesbitt Burns and the Triskan Group in February of 2026. He earned his Bachelor of Commerce in Finance from Dalhousie University in 2022. Outside of work, Oliver enjoys travelling, fishing, and golfing.