Senior Portfolio Manager
Sharon has dedicated her career in Wealth Management to building relationships with her clients and their families, helping them successfully reach their financial goals. Since joining Nesbitt Thomson in 1980, her focus has been on offering the best advice, informed choices and excellent service. The long tenure of her clients and the deep relationships she has built is testament to her commitment to delivering on her client promise.
Sharon's professional accomplishments speak to her commitment to maximize her clients' long-term objectives. She was one of the first to receive the Certified International Wealth Manager (CIWM) designation in 2008. Sharon is also a licensed Portfolio Manager, licensed for life and disability insurance, and is licensed to serve US residents. Other industry achievements include the Canadian Investment Management program, the Personal Financial Planning program and the Fellow of the Canadian Securities Institute designation.
Prior to becoming an Investment Advisor, Sharon served for five years in the office of then Prime Minister Pierre Trudeau. She currently sits as a Director on the board for St. Margaret’s Towers, a not-for-profit organization offering rent-geared-to-income housing.
Sharon starts the day with a jog through the neighbourhood, enjoys exploring the world on a bike, and continues to be an enthusiastic political supporter and volunteer.
Senior Portfolio Manager
Alisa began her career with Nesbitt Thomson (the predecessor of BMO Nesbitt Burns) in 1990, and joined the Kubicek Carli Group in 1991. From her start as the team administrator, through to her current responsibilities as a licensed Investment Advisor dealing with clients in more sophisticated and complex financial matters, Alisa has always been committed to helping individuals and their families reach their financial goals.
In addition to her Bachelor of Commerce degree, Alisa also successfully completed the Chartered Financial Analyst charter, the most widely known and respected designation within the financial community. She is also a licensed Life Insurance Advisor with BMO Nesbitt Burns.
Alisa’s experience and credentials are ideally suited to her role as Senior Portfolio Manager with the Kubicek Carli Group, where she co-manages client portfolios within the discretionary Managed Portfolio Account program. Alisa is also the go-to person in the group for Retirement, Estate and Financial Planning using a sophisticated planning software program BMO WealthPath.
A native Torontonian, in her spare time Alisa enjoys staying connected to her Italo heritage by actively participating in cultural community events. She enjoys travelling globally where she builds on her amateur gourmand and oenophile interests. When she’s not traveling and entertaining, you can find her on the courts at her tennis club.
Associate Investment Advisor
Zahid began his financial services industry career in 1994 on the Toronto Stock Exchange trading floor and enjoyed 18 years working in Capital Markets as a successful Registered Trader for a US based investment dealer. He made the transition to the Wealth Management arena when he joined BMO Nesbitt Burns in 2017 and the Kubicek Carli Wealth Management Group in 2019.
His experience on a daily basis presiding over the up, down and sideways nature of equity markets gives him great insight and knowledge understanding and managing investor behaviour and the importance of taking a long term and conservative approach to investing.
Zahid graduated with a BA History from Western University and holds the Chartered Investment Manager CIM® and Personal Financial Planner PFP® designations.
Christine began her financial services career with TD Bank in 1981, where she rose through the ranks to become a Manager, Customer Service. While at TD Bank, she won numerous Awards of Excellence for her commitment to client service and employee satisfaction.
In 2003, Christine moved over to the investment side of the financial industry, joining CIBC Wood Gundy; she has been with BMO Nesbitt Burns since 2006.
Christine’s financial and customer service experience allows her to provide quality, accurate, and timely administrative support for the Kubicek Carli Group. She is committed to delivering the high level of service their clients expect.
Christine enjoys travelling to tropical destinations, spending time with family and friends and is an avid sports fan.