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55 Wyndham St N, First Floor
Investment Advisor, Regional Manager
Geoff lives in Guelph with his wife and 2 sons and is an avid fisherman and hunter.
Portfolio Manager, Financial Planner
Tim joined the financial services industry in 1994, where he worked with CIBC Wood Gundy until 1999. After a few years of technology consulting, Tim rejoined the industry in 2002 with BMO Nesbitt Burns in Guelph. Carrying his CERTIFIED FINANCIAL PLANNER® designation, along with the Chartered Investment Manager and Fellow of the Canadian Securities Institute, Tim is well qualified to advise on a wide range of financial, estate and investment matters.
Tim is also the office technology geek, always looking for ways to use technolgoy in new ways to serve our clients.
Tim lives in Guelph with his wife, and 2 kids. When not in the office Tim can ususally be found at a hockey arena, ball diamond or golf course.
Investment Advisor, Financial Planner
Prior to joining the Guelph office Kyle was part of a team at BMO Nesbitt Burns in Alberta managing a portfolio worth roughly $150 million. This experience allowed him to learn what products and services are best suited for various types of investors and situations. It also allowed him to make important, lasting contacts with employees and executives in the booming oil and gas sector.
Sandy has been in the financial services industry since 1987. Sandy began her career with the bank, working as a customer service rep. Her extensive knowledge of the banking system is put to use almost every day. In 2002, Sandy joined BMO Nesbitt Burns and has been instrumental in keeping thing running smoothly in the branch on a daily basis. Sandy's is always willing to go the extra mile to ensure client requests are met promptly and accurately.
Sandy lives in Guelph with husband and her 2 sons. Sandy takes the same approach to her health as she does her work and can be frequently be seen at the local gym pushing the limits of her physical fitness.