Josh Horley, CFP, CIM
A seasoned investment advisor with a holistic approach to wealth building, Josh has earned both the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM) designations. Working in close consultation with his team, Josh creates comprehensive, custom-tailored, financial plans for each client.
Fluid and flexible, these plans – which align the disciplines of investment management, tax planning, estate planning and insurance planning – are designed to reflect both the markets and your ever-changing life and that of your family and dependants.
Associate Investment Advisor, Financial Planner
Enzo has been servicing clients in the financial services industry for over 35 years. He is a graduate of the University of Waterloo with a Bachelor of Mathematics. Enzo is an Investment Advisor and Financial Planner as well as a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. He has also completed the PFP (Professional Financial Planning) course. His greatest satisfaction comes from his clients’ financial success and the long-term relationship he develops with each one.
Enzo believes strongly in giving back and has had a long history of volunteer work. Among other activities, he was involved with Big Brothers Big Sisters, FACS, Mainstream, NOTL Minor Hockey and the NOTL Tennis Club. Enzo was born and raised in Sault Ste. Marie and currently lives in NOTL with his wife Maggie. He enjoys playing all kinds of sports including curling, tennis, badminton and pickleball as well as playing golf throughout the summer.
Georgia Corkins, BAA, FMA, FCSI
Investment Advisor & Financial Planner
I have worked in the investment industry since 1987 and have been an Investment Advisor since 1990. I have a Bachelor of Applied Arts from Ryerson University.
I am a certified FMA (Financial Management Advisor) and have completed the Life & Disability Insurance Exam Level I and Level II as well as the Professional Financial Planner Course. I was awarded a Fellowship of the Canadian Securities Institute in 2010.
I currently sit on the board for the Idlewyld Manor Foundation and I am a member of the Hamilton Community Foundation's Women 4 change. I love to read all genres and spend as much time as possible on Georgian Bay.
Andrew Galbraith, CIM, CFP, FMA, FCSI
Investment Advisor, Financial Planner
Andrew has a lifelong passion for helping people, with particular interest in financial markets. In pursuing these goals he has achieved industry designations of Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® (CFP), Financial Management Advisor, and is a Fellow of the Canadian Securities Institute. Through this experience he has accumulated over 20 years professional knowledge, the last 15 years with BMO.
His interests include reading, travelling, fitness and live music. Andrew and his wife Carolyn have two children and are long-time residents of Burlington, Ontario.
Senior Investment Advisor and Portfolio Manager
Michael Coholan is a longstanding professional within the financial services industry where he began his career in 1994. Michael is a qualified Portfolio Manager, which allows him to offer discretionary investment management to his clients. He provides very specific asset and wealth management services to clients based solely on their goals, objectives and needs. His strong customer-care approach focuses on overseeing the financial affairs of individuals, families and institutional investors. As such, he takes the time and utilizes resources to work with clients on all areas of financial concern.
To ensure deep-rooted relationships, Michael works both with an internal and external team of specialists; these include Financial and Estate Planning, Tax and Insurance Planning, and Business Owner Solutions. Michael has a passion for the business and continues to establish service and investment practices that are industry leading.
William Maier, BA, PFP
For more than 15 years, I've managed investment accounts for families, business owners, charities and Government entities seeking to protect - and grow - their hard-earned wealth. I take a disciplined and consistent approach to assist families in creating multi-decade and multi-generational strategies, in order to help my clients achieve their financial goals for retirement, tax and estate planning, insurance needs, wealth transfer/inheritance, legacy planning and lifestyle needs.
As a Professional Financial Planner (PFP), I provide independent guidance; meet with my clients regularly to help keep them informed and confident in their long-term planning. I make myself available as a reliable and knowledgeable resource for all their financial needs; and have access to a team of experts, to ensure that the approach I take for all clients is holistic.
Jonathan Walton-Ball, CFP
Senior Wealth Advisor
Jonathan is the main contact for all of your wealth management needs. As the lead advisor on the team, he conducts regularly scheduled portfolio and performance reviews. He also takes the lead in creating thorough financial and retirement projections for our clients, to create a clear picture of their financial future. Jonathan can also assist you with your family or business insurance needs. He works diligently to ensure that our team, as well as our BMO Financial Group partners are working together to ensure you receive the highest level of financial service.
Corbin Meyers, B.Comm. (Hons)
Associate Investment Advisor
Corbin is your primary point of contact. Corbin is involved in rebalancing client accounts to ensure you stay on track with your stated objectives and risk tolerances. You will find that he is very proactive in resolving client issues, and can assist with withdrawals from your investment accounts as well as equity and fixed income trades. Corbin is active in preparing and presenting financial plans and helps to develop solutions to achieve your financial goals.
Associate Wealth Advisor
Jeff works hard to ensure all our clients are getting the highest level of service possible. He is proactively reaching out to clients regularly to anticipate their concerns and communicate openly about the markets and how they impact our clients. Jeff takes the lead in handling complex estate issues, resolving them in a timely manner. He also takes a proactive role in client reviews, and is available for any trade inquiries
Neil Weedon, CFP
Investment Advisor & Financial Planner
Neil Weedon has more than 25 years of experience in helping affluent investors with investing and financial planning. After joining BMO Private Wealth Hamilton in 2015, Neil joined forces with Bruna Kubay to create the Weedon-Kubay Investment Group in November 2020.
Neil was born in Luton, England just north of London and moved to Canada in 1982 with his parents and sister. He earned a Business Administration and Management diploma from Sheridan College in Oakville, where he played varsity soccer. Neil started his career in Investor Relations for a mining consulting company and worked briefly with TD Bank before moving to CIBC, where he worked for almost 19 years as a Financial Planning Consultant and Financial Advisor.
Neil holds the CERTIFIED FINANCIAL PLANNER® designation conferred by FP Canada and the Registered Retirement Consultant designation conferred by the Canadian Institute of Financial Planning. He has served as Director of the Dean Kruger Memorial Trust in Oakville for more than a decade.
Bruna Kubay, BA, CFP
Investment Advisor & Financial Planner
Bruna Kubay has more then 15 years of experience providing financial services and has been an Investment Advisor and Financial Planner with BMO Private Wealth since 2014. Bruna’s previous roles include Senior Financial Planner and Retirement Specialist at CIBC Imperial Service, Account Manager at BMO Financial Group and Financial Services Representative at RBC. Bruna teamed up with Neil Weedon to create the Weedon-Kubay Investment Group in 2020.
Bruna holds a Bachelor of Arts in Labour Studies and Industrial Relations and a minor in English (Economics) from McMaster University, where she served on the Labour Studies Board. She also has a diploma in Arts and Sciences from Mohawk College, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Bruna reads, writes and speaks Portuguese fluently and enjoys close ties with Hamilton’s Portuguese community.
As a firm believer in goals based investing—Sam Hejazi focuses on developing, navigating, and monitoring investments to align with client’s financial ambitions and wishes. In addition to monitoring market events, he is responsible for developing diversified strategies that place importance on the value of capital preservation and steady growth. Working with clients, he creates an ‘investment roadmap’ based on financial goals and draws from internal and external sources in final portfolio construction.
Sam is an Investment Advisor, speaker, and investor advocate. He is also U.S. securities licensed. He obtained a B.A from University of Toronto and is a believer in continuing investor education. Prior to joining Weaver Hejazi Wealth Management, he helped develop, structure, and bring to Canadian markets innovative investment strategies with boutique investment firms in Toronto. He has also had the opportunity to work with hundreds of investment professionals in Southwestern Toronto and Manitoba in developing investment strategies for their clients.