Stuart has nearly 20 years of experience in the financial services industry and has been a valued member of the BMO Nesbitt Burns family since 2010. He has built his professional reputation by following a disciplined approach to portfolio management and assuring that every client investment strategy is aligned with short- and long-term objectives.
Stuart is a graduate of Acadia University and holds the Chartered Investment Manager (CIM®) designation, a leading industry standard recognized by Canadian securities regulators. Those who have passed the rigorous standards for this designation have proven they possess the skills and knowledge to evaluate and manage the most complex aspects of financial investment.
When not furthering the financial interests of his clients, Stuart spends time golfing, mountain biking or skiing, often in the company of his wife Carolyn, two children (Cruz and Remi) and black lab Bodhi.
Jaclyn is a graduate of The University of Manitoba where she received an Advanced Bachelor of Arts degree in Econometrics (the use of statistical methods to develop theories or test existing hypotheses in economics or finance) and a minor in Management. She is also a graduate of the Asper School of Business, with a double major in Finance and International Business. Committed to building a successful career in finance and investing, she is completing the Canadian Securities Course (CSC®) as she actively seeks to grow her industry knowledge.
Jaclyn’s previous experience in customer relations serves her exceptionally well as a member of the Wigmore & Associates team. She is a team player with a commitment to service excellence and tackles new challenges with enthusiasm and a commitment to success.
Jaclyn formerly played competitive golf but now plays for personal enjoyment. She is an avid sports fan and enjoys the many outdoor recreational opportunities that Calgary offers.
Simran is a graduate of Mount Royal University where she received a Bachelor of Business Administration in Financial Analysis and General Management. She also successfully completed the Co-operative Education program.
Committed to building a successful career in finance and investing, she is completing the Canadian Securities Course (CSC®) as she actively seeks to grow her industry knowledge.
Simran’s previous experience in operations and customer relations serves her exceptionally well as a member of the Wigmore team. She is a team player with a commitment to service excellence and tackles new challenges with enthusiasm and a commitment to success.
Outside the office you can find Simran playing hockey in the winter and soccer in the summer on a recreational league. In her spare time Simran greatly values spending time with her family and friends.