Meet Our Investment Advisors

Alykhan is an attentive, client-focused Investment Advisor. In a world that has lost the art of tuning in, Alykhan stands out because he listens carefully and actively. Alykhan takes the time to understand the needs and goals of each individual or family prior to proposing strategies or opportunities.

Alykhan has been with BMO Private Wealth since 2011. He graduated from Carleton University with an Honours Bachelor of International Business with a minor in French. He spent his third year on exchange at Sciences-Po University (IEP) in Paris, France, which inspired his current international mindset.

Alykhan is a Chartered Financial Analyst (CFA Charterholder) and a Licensed Life Insurance and Accident & Sickness Insurance Advisor. Alykhan has delivered seminars and webinars on financial literacy, tax and estate planning and investments.

In his personal time, Alykhan enjoys spending time with his wife Pamela and their wonderful daughters, Milana and Luanna. He also loves to travel and play sports including Softball, Basketball and Golf.

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Are your investments working as hard as they should be? Do you have a clear roadmap to reach your financial goals? Is your portfolio positioned to take advantage of evolving market trends? Are you using every opportunity to reduce taxes and protect your legacy?

With over 17 years of extensive industry experience working with top-performing institutional portfolio managers and endowment foundations, Anastasiia helps clients build tailored financial and investment plans that support long-term success and peace of mind. Backed by a Master of Financial Economics and the CFA designation, she combines deep research expertise with a client-first mindset to deliver thoughtful, customized advice.

Anastasiia works closely with BMO Nesbitt Burns’ in-house specialists in tax, estate, insurance, legal, and banking to ensure every plan is as comprehensive as it is effective. Her approach is rooted in integrity, empathy, and clear communication—because financial planning should feel empowering, not overwhelming.

She is there to support clients at every stage of their financial journey – from building investment portfolios and optimizing tax strategies to preparing effective estate plans.

The Applebaum Wealth Advisory Group is a team of highly dedicated wealth management professionals within BMO Nesbitt Burns. Led by Jordan Applebaum, the team devises and delivers financial strategies that have a meaningful impact on their clients' lives.

They built their partnership on the idea that investors need not accept mediocrity in either of these aspects. Their team’s goal is to deliver both a comprehensive planning process and superior investment returns via a thorough and disciplined investment process. They aim to provide a client experience that would not only make your lawyer and accountant proud, but also your stock-picking next door neighbour.

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Arsenios Vergis is a dedicated advisor that takes an in-depth interest in what’s important to his clients and their families. Arsenios has been helping business owners and professionals take advantage of the opportunities available to maximize their financial potential.
Arsenios’ belief is that there is more to investment management and financial planning than just the numbers. It takes commitment, clear communication and trust between the Advisor and the client to plan out a strategy, and it requires the understanding of what’s important to his clients to deliver solutions that truly address the needs of the business and family.
For many years Arsenios has worked with a diverse array of senior investment and wealth management teams at a prominent wealth management firm prior to joining BMO Nesbitt Burns. He has extensive experience in retirement issues, investment management, education planning, estate planning, and asset protection strategies.

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Brendan has been working with high net worth individuals and business owners since 1999. A true believer in continuing education, Brendan was awarded the Certified Financial Planner designation in 2003, the Financial Management Advisor designation in 2009 and the prestigious Fellowship of the Canadian Securities Institute in 2011. Having spent 5 years as an Institutional Salesman and Trader, Brendan has experienced a side of the business that most Advisor’s haven’t. This is certainly an asset that he brings to the table. 
In his spare time he loves to travel, cook, play golf and spend time with Jennifer, daughters Sloane and Mallory and Wilkie the family lab.

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Boris partners with clients to develop and execute custom-tailored wealth management plans. Each resulting portfolio is designed to achieve prospective goals while considering risk tolerance, time horizon, cash flow requirements and other unique constraints. By implementing industry-leading solutions to grow wealth, control risk, optimize taxation, we position your portfolio to excel in perpetually evolving market conditions.

Versatility is prudent in rapidly changing markets, therefore Boris does not commit to a singular investing style. A combination of fundamental and technical analysis along with a data-driven approach to control emotional biases is at the core of my investing philosophy.

You will receive full transparency regarding performance, fees and holdings. You will connect directly with me during continuous touchpoints to monitor your progress and he is readily available to address questions and concerns in between scheduled reviews. When necessary, he liaises with experts ranging from tax specialists, estate planning consultants and lawyers to ensure your needs are absolutely satisfied. Your partnership could span decades and my services extend to future generations.

Working in banking and finance for over 15 years has provided him with the experience necessary to navigate your financial circumstances with confidence.  His credentials include the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP®) accreditation, insurance license and options trading license, among others.

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Brian has managed money for families in Toronto and the greater area for 20 years now. He is grateful for having a career that is a calling and that allows him to utilize his skills and passions to positively impact the lives of his clients and their families. He has been fortunate to have many long-term client relationships for whom him and his team continue to work hard for every day.

What makes Brian different is his tireless effort in keeping pace with today’s fast paced and evolving financial markets - and being first in proactively communicating and simplifying these challenges and opportunities to the families he serves. He considers it his number #1 priority to help the people he serves make the best financial decisions.

Understanding your unique circumstances, the amount of risk you are comfortable with, and who in your family you are trying to protect are some of the key pillars of the comprehensive wealth plans we create for clients. With the world dealing with significant changes right now, having a portfolio and plan that allows you to sleep at night is his utmost focus.

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Chris has over 15 years of experience managing wealth for high net-worth individuals and successful business owners, so he is uniquely familiar with their needs.  He offers his clients comprehensive financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions.  His goal is to build and preserve wealth in any market environment, so his clients can enjoy what is important to them.

As a Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Portfolio Manager, Chris has a fiduciary duty to act with care, honesty and good faith, always in the best interest of his clients. Investment decisions therefore must be independent and free of bias.  This results in a higher level of trust placed on portfolio managers.

Chris is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing direct input to the senior leadership of the firm.
Chris and his wife Danielle live in Toronto along with their two kids. They enjoy travelling, playing golf, and spending time at their cottage in Haliburton.

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The Field Investment Group is committed to providing an optimal client experience.

Their approach is personalized, built around your goals. They believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Their team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

Their team has the collective expertise to advise you both personally, and professionally. 

They are there to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving. 

Backed by a 200-year legacy of trust, insight and thought leadership.

As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.

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GW Wealth Management is committed to providing an optimal client experience.

Their approach is personalized, built around your goals.  They believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Their team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

Their team has the collective expertise to advise you both personally, and professionally. 

They are there to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving. 

Backed by a 200-year legacy of trust, insight and thought leadership.

As your investment advisors, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is their commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.

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As a goal-oriented high achiever, Halley Georgas is passionate about setting and achieving meaningful targets and helping her clients to do the same. She earns trust by coordinating affluent families’ complex, multidisciplinary financial matters with thoughtful service touchpoints, integrity, and authentic engagement. Halley makes each family feel like they are her only client.

Regardless of the size of a client’s account, Halley begins with a complete financial plan with special focus on tax and estate planning before making any investment recommendations. She is laser-focused on enhancing performance through her disciplined and structured process and ensuring that portfolios address each client’s specific needs, life stage, long-term goals, and risk tolerance. Halley invests in the same companies she recommends to her clients, avoids risk, and consistently applies her proven instincts, common sense, logic, discipline, and knowledge.

Halley also collaborates with an extensive network of specialists to bring clients the full strength of BMO Private Wealth – including tax experts, trust and estate planners, and business succession strategists – to deliver comprehensive wealth management solutions that address every aspect of her clients' complex financial lives.

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The Janovski & Struttis Wealth Advisory Team is committed to providing an optimal client experience.

Their approach is personalized, built around your goals. They believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Their team of professionals will listen to what's important to you and try to understand your priorities, bringing it all together and defining your investments solutions.

Their extensive banking background has given us a unique perspective in helping people build financial plans. Their careers have been spent not only giving people investment advice but also assisting families and entrepreneur's build their personal net worth or businesses through credit planning, cash management, financial statement analysis and investment planning.  This holistic approach to one's financial affairs allows families to achieve their life goals.
Their team has the collective expertise to advise you both personally, and professionally

We're here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.

Backed by a 200-year legacy of trust, insight and thought leadership

As your advisory team, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You'll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory

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KPP Wealth offers portfolio and wealth management services on a collaborative or discretionary basis with a conservative bias. We bring a combined 45 years of financial planning, investment, and capital markets experience which underpins our process in developing and implementing our wealth management process and portfolio recommendations. 

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The McMullen Wealth Management is committed to a transparent relationship with our clients. They want you to understand and be comfortable with the investment decisions that they make and how they will position you on your distinct path to achieving your goals.

They will manage the uncertainty that the future has by working with you and your family every step of the way during the various stages of your life.
They use a four stage process to identify your immediate financial needs and plan for the future. They are very focused on providing an exceptional level of service and building long-term relationships.
They will draw on our knowledge and the resources of BMO Nesbitt Burns’ research team to provide you with meaningful advice and help you understand what investment opportunities are appropriate for your portfolio.

If you are not currently following a structured approach to managing your wealth, please contact them to establish your distinct path. Let’s work together to reach your goals.
While no one can predict where the market is headed, they can make sure your portfolio is aligned with your personal situation and long-term goals.

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Michael has been helping affluent families achieve their financial goals for 23 years.  Michael holds the CFP designation, has a passion for planning, and the building of strong client relationships. This dedication to clients was inspired and born during the time at University, where he worked full time at a bank, while earning his BComm (Hons) degree, and this commitment continues with every interaction and introduction. 
In his personal time, Michael enjoys an active lifestyle with his wife and two sons while hiking, playing tennis, soccer, running, and swimming. During downtime he also enjoys reading a good book, watching a movie, gardening, and sampling local culinary delights with his wife.

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Canada has thousands of investment advisors. Meet enough of them, and you’ll hear plenty of stories. Some will boast about past performance, others will promise future success. So how do you choose? Whom do you trust with your financial future? Trust is a decision made in the present but only proven in hindsight. That is what makes it so difficult. As someone who has worked with Peter, here’s what I have seen—and what I have felt—that may help those searching for their right advisor.

Meeting Peter, you won’t hear much about him. He won’t talk about his experience unless it is useful to you. Instead, he will ask questions. He will listen. He will want to understand your story: your ambitions, your concerns, and your reasons for sitting across from him in the first place. You won’t be sold a vision of success; you will be asked what success means to you. And then, together, you’ll begin the work of building it.

As you do, you will notice Peter’s emphasis on math. His approach is shaped by his background: Actuarial Science and Economics studies at the University of Toronto, followed by the founding of The Pelegris² Wealth Management Group 33 years ago. Peter believes investing is a human business that happens to run on math. Numbers should be questioned, not just analyzed. He will emphasize that financial returns are not merely figures on a page; they represent your freedom, legacy, and honour. Over time, you’ll see how financial confidence comes from clarity, an understanding of how your financial risks are being evaluated with your goals at the centre.

Still, the most meaningful way to understand what it’s like to work with Peter is to experience it yourself. No summary, no matter how well written, can fully capture that.

One way is through ‘family.’ In wealth management, calling clients ‘family’ is common. Living up to it is rare. Well, I believe Peter does. I believe he worries about the people he advises as if they were his own family, especially in difficult times. You see it in his face when you walk into his office. You feel it in the early-morning emails he sends to his team, long before the markets open. Few teams remember the name and story of their first client’s passing like Peter’s does; even fewer can say they still feel Pam’s presence 20 years later.

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RB Wealth Advisory strives to help investors achieve their financial objectives through insightful, long-term wealth management strategies.

They are committed to providing comprehensive advice that is conservative, disciplined, and objective. Following a truly client focused philosophy, they deliver what clients want, rather than rely on an established menu of à la carte offerings. 

Their financial stewardship begins with creating a financial plan that is appropriate for you. They take time to understand your financial goals, risk tolerances, time horizon, and current wealth structure. This evolves into a customized strategy and portfolio construction process that encompasses proven, diverse strategies designed to enhance returns while minimizing risk.

They maintain clear, consistent communication and regular reporting to keep you informed. Timely adjustments are brought to your attention to ensure the optimal effectiveness of your plan, strategy, and investment portfolio, and you are included in each step of the process to your desired degree of involvement.

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With a combined 60 years of experience, UR Wealth Management is a 6 person multi disciplinary Wealth Advisory team within BMO Nesbitt Burns who help successful professionals and retirees take action on what’s important to drive exceptional financial outcomes.

They offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning. Their holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives.

Their coordinated and caring team of experienced professionals can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your financial affairs being well managed.

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The Soares Kourtis Investment Group is able to offer a unique investment experience. As a team, their specialty is tax strategy investing where the focus is on maximizing after tax returns. These strategies offer clients investment strategies that can reduce taxes on investments, employment and business income.
Their approach is personalized, built around your goals. They believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Their team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

Their team has the collective expertise to advise you both personally, and professionally. 

They're there to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving. 

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With over 30 years of investing experience, deep knowledge of full-spectrum wealth management and the robust resources of our diverse network of partners within BMO Financial Group, The Takeda Group advises affluent small business owners and commercial enterprises as well as successful individuals, families and professionals. They earn their clients’ trust by following our disciplined, long-term investment philosophy; integrating BMO’s diverse specialized wealth planning services; and calling proactively to provide perspective and emotional support when market downturns occur.

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The Rigney Group team has the collective expertise to advise you both personally, and professionally. 

Their team of professionals will listen to what’s important to you, understand your priorities, and define your investment solutions. Working together, they offer the highly personalized services that will help you grow and preserve your wealth, manage the complexities often associated with wealth, and bring your financial vision to life.

They take pride in their values: 

• Your Trust earned through attention to detail
• Integrity and honesty
• Transparency
• Expertise in financial planning and investment portfolio construction
• Diverse Team, Diverse Clients
• Backed by BMO Private Wealth Capabilities

At The Rigney Group, they guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. They will partner with you to navigate you through the opportunities and challenges that come with wealth.

Their role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, they identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.

It all begins with you.

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Perhaps you’re just getting started with your career.  Or you’re getting married.  Or you’re buying a house, building a business, planning for retirement, or already living in retirement. Whatever your life stage, The Mah Investment Group is there for you. Because fundamentally, they believe that we are here, all of us, to care about each other. 
Let’s talk!  Or rather, you talk, and they’ll listen, so they can learn about you and understand you.  This allows them to build an effective financial plan for you – one that draws from the vast weight and knowledge that comes from their highly experienced and expert team, combined with BMO Financial Group overall.
That financial plan will use a straightforward combination of just the right strategies, services and products for your unique situation. They emphasize straightforward because they believe the investing world is made unnecessarily complicated and mysterious by having far too many products that are, well, unnecessarily complicated and mysterious.  They make things easy to understand because they have the many decades of experience it takes to comfortably say “no” to things that aren’t right for you. 

That’s just a hint of how you’ll Build more with Mah. 

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At The Triskan Wealth Management Group, they believe that wealth management is a family affair.

Many financial planning decisions will have a major impact on you and your family members, as a family business they understand this.

With over 50 years of investment experience at BMO Nesbitt Burns, they are a team of investment professionals who provide clients with personalized wealth planning solutions dedicated to helping their clients define and realize their financial goals.
They believe in providing you and your family with all the financial tools necessary to make informed investment decisions. They recognize that each investor has unique needs and risk tolerances and we develop individual plans to meet their long term investment goals through goal oriented investing.

They conduct each aspect of their business based on the following guiding principles:

• Provide the highest level of customer service

• Always be clear and keep things simple

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