What our Portfolio Experts do
Global industry leaders working for you
Your SmartFolio account is managed by BMO Nesbitt Burns, one of the most trusted firms in Canada, while your portfolio is handled by BMO Global Asset Management, an industry leader managing over $300 billion worth of investments. You get all of the benefits of working with the world’s best advisors and managers – without the high cost.
Meet our advisors
I help make investing easy for our clients so that they can make the right choices in pursuit of their ultimate goal. During my days away from the office I enjoy volunteering and giving back to the community.
I’m always interested in reviewing client portfolios to ensure they’re appropriately invested to meet their long-term goals. While away from the office I enjoy spending time with my family.
I enjoy working with our clients to ensure their investment portfolio can help achieve their short and long-term financial goals. Outside of work I love to travel and try new things!
My objective is to help you get the most out of your investing experience and personalized advice. Nothing beats the feeling I get when my clients tell me that they feel empowered and confidently take the steps to optimize their portfolios. During my free time, I’m an avid reader of historical biographies, cross-country skiing, mountain biking and spending time with my family.
My goal is to create an exceptional experience for our clients. I take pride in knowing that we've made an impact on a client's life. Outside of work I’m an avid Toronto Maple Leafs fan and an adventurous foodie.
I get to know clients’ financial situations and life goals so I can guide them towards the right investment solutions. In my free time I enjoy reading economic and world news and going to music and sports events.
I enjoy speaking with clients to find the right investing solution for them in the new digital era. Outside of work you can find me sampling one of my local restaurants or exercising at the yoga studio.
I use my customer service and financial management skills to assist our diverse clients meet their long-term objectives. During my spare time I enjoy reading about financial markets, physical activity and anything hockey related.
I love building rapport with clients to help ensure they meet their investment goals. During my free time I enjoy watching the Toronto Raptors and spending time with my family and friends.
I love building relationships with our clients and I’m committed to making their investment experience as effortless as possible. I’m also as passionate about photography as I am about helping my clients.
I love creating a positive client experience, educating clients on building their financial wealth, and helping them reach their financial dreams. During my personal time I enjoy soccer and basketball. My favourite teams are Manchester United F.C. and the Toronto Raptors.
I help clients understand the importance of building wealth and ensure they’re on the right track to achieving their long-term financial goals. During my personal time I enjoy organizing charity events, attending concerts, playing soccer, and skating.
I enjoy the rewarding experience of helping clients navigate the markets and guiding them towards making the best possible decisions for their assets. In my free time I love cycling, cooking and photography.
I provide clients with guidance and support to help them reach their investment goals. During my free time I enjoy volunteering at charity events, hitting the gym, cooking, and I’m in the process of earning my flying license certificate.
Looking for more hands-on investing? No problem.
There are other online options available that give you more control of your investing.