- Optimized Wealth Planning
- Theo's Thoughts - Topics of Interest
- Meet Our Team
- Our Clients
- Contact Us
885 West Georgia Street
BMO Brentwood Town Centre
#60 - 4567 Lougheed Hwy
Theo has been helping clients achieve their financial goals with BMO Nesbitt Burns since 1997.
Theo has more than 20 years of experience guiding clients through all types of market conditions. He is committed to building perpetual wealth for his clients to help meet their financial goals. He takes great pride in the long lasting and multi-generational investment relationships he has developed.
Born to immigrant parents, and originally from the small northern town of Kitimat, BC., he has a strong work ethic and takes pride in the work he does. His upbringing taught him to take advantage of opportunities and to understand that those opportunities are sometimes disguised as hard work. He is committed to successful outcomes and seeks to protect his clients from long term wealth detractors while helping them to take advantage of opportunities.
Theo completed his Business of Administration (Honors) Degree from Simon Fraser University with concentrations in International Business and Finance. In addition to having completed the Professional Financial Planning Curriculum through the Canadian Securities Institute Theo is also a holder of the prestigious Chartered Investment Manager Designation. Theo has completed the Wealth Advisory Program at BMO Wealth Management and this allows him to provide tailored advice to high net worth clients and their families.
Theo is married to Tassie and has two boys (middle school & high school) that are active in sport and community. While Theo and Tassie support many causes, (BC Children’s Hospital, BC Cancer Foundation, Shoreline Clean-up among others) the Leukemia and Lymphoma Society of BC has touched them personally and for that reason they are long-time supporters and volunteers.
Theo’s team members have been chosen to mirror his commitment to clients and dedication to positive outcomes. Read their profiles to get to know them too!