Will holds a Bachelor of Arts degree with honours from the University of Toronto. Prior to entering the investment industry he was a successful small business owner. Will has also participated in competitive rugby at an international level. In his spare time, Will enjoys reading, sports, history, and staying current with the financial and economic markets. He is passionate about continuing education and is continually working to improve his abilities as an advisor to better serve his clients. He lives in Toronto with his wife Keeley, four young children and two Cavalier King Charles Spaniels. Will's goal is to give meaningful financial advice that will make a real difference, both today and in the future.
Greg holds a Bachelor of Commerce degree from Ryerson University, and has further expanded his professional education by obtaining the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designation. In his spare time, Greg enjoys staying active by participating in a wide variety of different sports, and enjoys spending time with his wife and family at their cottage. Greg is passionate about the financial service industry, and regularly takes additional courses to best serve the needs of his clients.
Jamie joined BMO Nesbitt Burns in 2018. She graduated from the University of Guelph with a Bachelor of Sociology degree. Jamie previously worked at a mutual fund firm as a sales assistant where she became passionate about the financial services industry. She is primarily responsible business building and client service. Jamie spends most of her spare time running and exploring restaurants downtown.
Roman joined BMO Nesbitt Burns in 2021. He graduated with a Bachelor of Science degree from Queen's University. Prior to joining the team here at BMO Nesbitt Burns, Roman worked as a Financial Advisor Assistant gaining industry experience while completing his studies. In his spare time Roman enjoys reading, hiking, and playing sports. He is passionate about the financial services industry and is taking additional courses in order to provide the highest level of service to clients.
Courtenay joined BMO Private Wealth in June 2022 and supports our team by providing administrative assistance to deliver an exceptional customer experience. She works collaboratively with our business partners and is our clients’ first call when they have questions or updates on any administrative aspect of their accounts or need wires, transfers or information. Courtenay holds a Bachelor of Arts in Sociology and Women’s Studies from the University of Toronto, a Development Certificate from BrainStation. She is currently pursuing the Canadian Securities and Conduct and Practices Handbook courses with the Canadian Securities Institute.