My career in the investment business has spanned over 35 years. In 1991 I moved to BMO Nesbitt Burns to take advantage of their highly ranked research department. Throughout my career I have attempted to employ the latest techniques to cut through the noise and assist clients in reaching their financial goals. I have completed the Professional Financial Planning Course offered by the Canadian Securities Institute, hold the Chartered Investment Manager designation and a Level II Insurance License. I earned a Bachelor of Arts Degree (Economics) from Queen's University.
Ottawa has been my home for my entire life. Away from work I enjoy volunteering my time to some committees, spending time with my wife and two adult children, downhill skiing, golf and fishing.
My career began in 2005 where I worked as a Registered Representative at the trade desk for MD Management. I joined BMO Nesbitt Burns as an Investment Advisor in February 2008. At that time I was fortunate to have Matt Kenny as my mentor, and in 2009 we formed a partnership. I have completed the Certified Financial Planning Education Program, the Level II Insurance License program and have achieved the designation of Chartered Investment Manager CIM.
I have been on the Investment Committee at the Royal Ottawa Foundation for Mental Health for many years and am very active in the fundraising community. When I am not working, I am spending time with my two boys (Rocco & Ozzie) and my beautiful wife Renee. I enjoy golfing, skiing and being outdoors.
Emmanuelle has worked in the banking industry with BMO Bank of Montreal for over 11 years. In 2018 Emma moved to BMO Nesbitt Burns to join the team in the role of Sales Assistant. She has an undergraduate degree in Financial Mathematics with a Minor in Economics. With her education and banking experience she brings a well-rounded wealth of knowledge to our clients. Her analytical and problem solving skills make her an asset to our team.
In her spare time Emmanuelle enjoys spending time with her family and is a dodgeball enthusiast.
Aimee has worked in the banking industry since 2008. Prior to joining BMO Nesbitt Burns in July 2018 as a sales assistant she spent 9 years working for BMO Bank of Montreal working in a variety of roles from customer service representative to financial services manager, where she was regularly a top performer. Aimee graduated from the University of Ottawa in 2008 with an under graduate degree in Psychology.
Aimee is highly organized individual who prides herself on providing the very best service to our clients.
In her spare time, Aimee enjoys spending time with her family, going to see musical theatre, listening to country music and spending time enjoying the outdoors.