Headshot of Bill Brown

Bill Brown, CFP, CIM, FCSI

Senior Portfolio Manager & Senior Investment Advisor

Bill started and ran two businesses before joining Nesbitt Burns in 1996. Embracing the entrepreneurial spirit, Bill felt his best opportunity was in the burgeoning investment business and has never looked back. In his over 20 years as a professional Investment Advisor, Bill has not only built a successful book of business with a small and efficient team, he has kept up with the changing environment with numerous accreditations including Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner ® (CFP), Partners, Directors and Senior Officers (PDO), and his Insurance and Options designations. Along with these certifications, Bill has been involved in branch management through to the end of 2020.

Additionally from 2011 to 2013, Bill took on the role of Manager of National Sales. He was also a member of a group of senior managers and Investment Advisors who developed Nesbitt Burns’ strategy to define a great client experience. In 2020 he renewed his focus on helping his clients build, manage, and protect their wealth.

Bill attended Upper Canada College and then graduated from the University of Toronto. He is an avid sailor and hunter and enjoys all aspects of the outdoors, particularly being near water. He and his wife Sandy reside in North York, which is part of the GTA. They have three kids named Lauren, Andrew, and Kennedy.

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Larry Moncik, MBA, CFA

Senior Portfolio Manager & Senior Investment Advisor

Larry Moncik’s career began as an Investment Analyst and Portfolio Manager with a large international insurance company, where he gained expertise in equities, fixed income, both in the public and private loan space, and money market securities. Between his initial career and joining BMO Nesbitt Burns in 1996, he initiated a number of entrepreneurial business ventures, where his experience with small business has led to a practical and realistic appreciation of today’s business environment.

Larry’s practice includes all aspects of investment management, with personalization of investment strategies based on a client’s risk preferences, investment “personality”, short and long term investment objectives, and personal and family circumstances.

Larry has earned the Chartered Financial Analyst (CFA) designation and is licensed as a Portfolio Manager. He has earned his B. Comm. degree at the University of Toronto and his Masters of Business Administration (MBA) at the Wharton School, University of Pennsylvania.

He and his wife, Bonnie reside in Toronto and they are particularly proud of their two sons and five grandchildren.

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Ian Leith, MBA

Senior Portfolio Manager, Senior Investment Advisor
Headshot of Samia Beg

Samia Beg, MBA, CIM

Senior Investment Associate

Samia has spent over 15 years in the financial industry helping clients reach their desired goals. She is responsible for ensuring the Group’s daily operations and processes function efficiently and effectively, thereby ensuring we provide exceptional client service to our clients.  

Samia’s main role is to provide client service, update models and trade for our discretionary portfolios; Wealth Planning, and Marketing.  
Samia has an MBA in Marketing from Lahore University of Management Sciences in Pakistan. She has also achieved the Chartered Investment Manager (CIM) designation and completed the Financial Planning Supplementary Course.

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Daniela Leung, CFP

Senior Wealth Associate

Daniela works closely with Bill and Larry's clients. She provides clients with personalized and comprehensive advice on investment management, retirement planning, estate planning, business succession planning, philanthropy, and tax minimization strategies. She emphasizes getting to know her clients and their families, appreciating their goals, concerns, wants and needs. Daniela helps them ask the right questions: Do they have enough to retire? Are they protected with sufficient insurance?  Is their wealth transfer plan accurate and comprehensive? For almost 20 years, Daniela has helped families answer these critical questions and developed appropriate strategies to reach their unique goal.

Daniela started her career at Bank of Montreal in 1998 and joint BMO Nesbitt Burns in 2000. She is Certified Financial Planner (CFP) and holds Securities and Options License. She successfully completed Wealth Advisory Program and earned her Wealth Advisor credentials. Daniela holds a Masters degree in Psychology and Speech Pathology from Charles University in Prague.

She is a proud mother of two children Nathalie and Adam. In her spare time, she enjoys downhill skiing, golfing, traveling and spending time with her family.

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Sue Morris

Senior Investment Associate

Sue has been in the investment industry for her entire career, she has been with Nesbitt for almost 30 years. She loves the markets, and the opportunity it has given to her for continual learning.

She is a proud Mother and Grandmother who enjoys skiing, scuba diving and reading.

Headshot of Mikhail (Mike) Kop

Mikhail (Mike) Kop

Investment Associate

Mikhail (Mike) is an associate with the Bill Brown Wealth Advisory team, specializing in business development. Mike has spent the past 5  years in the financial services industry helping clients as a financial planning associate. Mike has graduated from York University with an Honours Bachelor's degree in Finance. He is Securities licensed and intends to utilize his knowledge to help prospective clients with their day to day financial needs and overall long-term investment strategy.

Aside from learning about the markets, he likes to work out at the gym, watch documentaries, read, has a keen interest in human psychology and camping in the great outdoors.

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Anastasia Kavytska

Client Services Associate

Anastasia started her career with one of the “Big 4” accounting firms & later on leading securities settlement operations for an American owned broker dealer firm in Ukraine. Anastasia also worked as a Portfolio Associate in New York, helping with portfolio construction & analysis. Anastasia joined BMO Bank of Montreal as a Financial Planning Associate in 2019 until joining the Brown Moncik Leith Wealth Advisory Group in 2021.

Anastasia holds Masters degree in International Business Management from National Technical University of Ukraine. She completed Level 1 of the CFA program & is studying towards the CIM designation.

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Cam Jewett

Client Services Associate

Cam joined the Brown Moncik Leith Wealth Advisory Group in early 2022, having previously worked at Mackenzie Investments in Client Relations and part of their Internal Wholesaler program. He is responsible for client service, acting as a liaison between the Investment advisor and our clients.

Cam attended the University of British Columbia where he earned a degree in Management with a specialization in Finance. Cam has successfully completed his Canadian Securities and Conduct & Practices Handbook courses.

When not in the office, Cam can be found skiing across Canada in the winter and golfing in the summer.

Headshot of Sibi Ganeshamoorthy

Sibi Ganeshamoorthy

Client Services Assistant

Sibi grew up in Toronto where he graduated from Toronto Metropolitan University in 2021. Over the years, various bank positions gave Sibi the opportunity to develop well rounded financial knowledge and gain client experiences that he brings with him into his current role. Sibi’s mission is to continue fostering long-term relationships with our clients and their families by providing them with great administrative service. On the personal side, he enjoys staying active by swimming, playing basketball and can also be found golfing during the summer, when he's not out exploring the world and indulging his love of travel.