Our Team

Udaya is a Senior Portfolio Manager at BMO Nesbitt Burns and has been with the company since 1994. He works out of the Toronto Midtown location.

Udaya holds a Bachelor of Arts (Honours with distinction) from Concordia University and a Masters in Economics from the University of Toronto, and is a Chartered Financial Analyst (CFA) Charter holder.

Udaya lives with his family in Toronto. In his spare time, Udaya has served in different volunteer roles, including on the boards of FoodShare and Caledon Ski Club. He also enjoys travel, golf, and skiing.

Andy is an Associate Portfolio Manager with BMO Nesbitt Burns and has been with the company since 2008, having started in the financial services industry in 2006. Andy works out of the Bedford and Bloor office.

Andy is a Chartered Financial Analyst (CFA) Charter holder and holds the Personal Financial Planner designation (PFP) and Chartered Investment Manager (CIM) designations. Andy is also fluent in Greek. He lives in Etobicoke with his family and enjoys being involved in his children’s activities.

David is an Associate Portfolio Manager at BMO Nesbitt Burns, and has been with BMO Financial Group since 2008. He works out of the Bay and Bloor office.

David graduated from the University of Toronto with an Honours Bachelor of Arts, having majored in Political Science, with a double minor in History and Sociology.

David is a holder of the Chartered Investment Manager (CIM) designation and the Personal Financial Planner (PFP) designation. He lives with his family in Toronto. In his spare time, he enjoys travel, playing various sports and is an avid reader

Angus is an Investment Associate at BMO Nesbitt Burns and has been with the company since 2018. He works out of the Toronto Midtown location.

Angus holds a Master of Science with Distinction in Management and Strategy from the London School of Economics and an Honours Bachelor of Arts with Distinction in Economics and Philosophy from the University of Toronto. He has also completed corporate strategy research for INSEAD.

Angus lives in Toronto and in his spare time enjoys hiking, travelling, golfing, and competing in ultramarathon races.

Tina is a Senior Client Service Associate that has been working with BMO Nesbitt Burns since 2012. She works out of the Toronto Midtown location. Tina has worked in the role of Senior Branch Administrator of the Midtown branch for the past eight years, along with extensive knowledge in the investment industry, specifically in the areas of compliance and operations, makes her an asset to our team. Tina is also Options Licensed. Tina is fluent in Cantonese, Mandarin, and Taiwanese.

She lives in Toronto with her family. In her spare time, she enjoys travelling, cooking and is a voracious reader.

Soham is a Client Service Associate with BMO Nesbitt Burns and has been with BMO Financial Group since 2022. He works out of the Toronto Midtown office and supports clients with a broad range of wealth management and investment administration needs.

Soham holds a Master of Science (MSc) in Finance from Cardiff University, Wales, United Kingdom. He is also a holder of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing Course (DFOL) certifications.

Prior to joining BMO Nesbitt Burns, Soham gained experience at a multi-asset family office in Mumbai, working with diversified investment portfolios across various asset classes. He also served as a Senior Trader with BMO InvestorLine, where he supported self-directed investors and developed extensive knowledge of capital markets and investment products.

Soham is fluent in English, Hindi, and Gujarati. In his spare time, he enjoys reading about personal finance, investing, and macroeconomics, and stays actively engaged with global economic and market developments.