Teresa helps people make wise choices when it involves their money. Through a combination of technology and experience, Teresa educates her clients and guides them to choose the best solution among many alternatives to achieve their goals.
Teresa is a Portfolio Manager and has achieved her Certified International Wealth Management (CIWM) designation, Chartered Investment Manager (CIM), and Financial Planner (PFP).
Having been raised in a farm family of 10, Teresa cherishes the time she spends with her family. When she pushes back from her desk, Teresa enjoys hiking in the mountains and joining her daughter for yoga practice.
Brett has a passion for the markets and has been interested in the workings of the global economy since he was young. Brett monitors the markets daily to be aware of what is changing in the global economy. He is passionate on educating clients keeping in tune on global events and how they will effect the markets. Brett is a Chartered Investment Manager (CIM), and a licensed Life Insurance and Accident Insurance Agent.
Brett is an active member of the Rotary Club of Calgary at Stampede Park. Brett is also trying to master the game of golf and is a member at Mickelson National and enjoys travelling, and enjoys spending time outdoors with his family.
Katie is an Associate at BMO Nesbitt Burns who values strong client relationships and helping her clientele reach their financial goals. With her excellent customer service skills, warm personality, and fluency in technology, Katie can support clients and her team members in administrative and investment processes and procedures.
Katie joined BMO Nesbitt Burns in 2021 after working at BMO Bank of Montreal Personal Banking as a Customer Service Representative for one year. Born and raised in Vietnam, Katie decided to move to Canada by herself at the age of 19. Although she initially studied International Relations, Katie pursued a different career path in Business Management. Katie holds a Bachelor of Management with Distinction from the University of Lethbridge and a Diploma of Hospitality Management from SAIT. Katie is bilingual and is available to serve clients in English and Vietnamese.
Outside of her professional life, Katie can be found baking, cooking, or performing her talent in calligraphy.