BMO Nesbitt Burns Inc.
Industry: Financial services company
DescriptionBMO Nesbitt Burns is a part of BMO Financial Group. It is a full-service investment firm with approximately 1,300 investment advisors at 70 branches across Canada. The origins of BMO Nesbitt Burns' predecessor firms date back to 1912. Parent organization: Bank of Montreal Headquarters: Toronto, Canada Founded: 1912 Predecessor: Nesbitt, Thomson & Co., Burns Fry Subsidiaries: BMO Nesbitt Burns Securities Ltd.,
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BMO Nesbitt Burns Inc. Employees
Employee
Years
Job
Industry
Wendy L Cleary Wendy L Cleary's BMO Nesbitt Burns Inc. Experience 1992 - 2009
Job Investment Management Professional
Industry Financial Services
Experience
RBC September 2012 - January 2013
BMO Nesbitt Burns Inc 1992 - 2009
Skills
Management, Building Relationships, Project Management, Compliance, Executive Office..., Conflict Management, Brand Promotion, Operations Management, Executive Support, Wealth Management, Entrepreneurship, Private Equity, Investments, Leadership Development, Training, Leadership, Relationship Building, Financial Services, Sales, Customer Service
Education
Nova Scotia Community College
Business Administration, Concentration in Investment Management
RBC September 2012 - January 2013
BMO Nesbitt Burns Inc 1992 - 2009
Skills
Management, Building Relationships, Project Management, Compliance, Executive Office..., Conflict Management, Brand Promotion, Operations Management, Executive Support, Wealth Management, Entrepreneurship, Private Equity, Investments, Leadership Development, Training, Leadership, Relationship Building, Financial Services, Sales, Customer Service
Education
Nova Scotia Community College
Business Administration, Concentration in Investment Management
Ralph Muth, CMA, CFP Ralph Muth, CMA, CFP's BMO Nesbitt Burns Inc. Experience October 2008 - July 2011
Job Investment Product Development Caribbean and Costa Rica
Industry Investment Management
Experience
Scotiabank - International Asset Management November 2013 - Present
BMO Asset Management Inc. July 2011 - November 2013
BMO Nesbitt Burns Inc. October 2008 - July 2011
HSBC Finance (Retail Services) 2004 - 2007
Brann Worldwide 2002 - 2003
Arc Worldwide (Formerly Frankel Brand Marketing) 2000 - 2002
Skills
Financial Planning, Business Strategy, Investments, Strategic Planning, Budgeting, Research, Account Management, Product Development, Wealth Management, Marketing Strategy, Mutual Funds, Financial Analysis, New Business Development, Strategic Financial..., Portfolio Management, Budgets, CRM, Strategy, Competitive Analysis, Finance, Management, Strategic Partnerships
Education
Ryerson University 1982 — 1986
BA, Business - Hospitality and Tourism Management
Scotiabank - International Asset Management November 2013 - Present
BMO Asset Management Inc. July 2011 - November 2013
BMO Nesbitt Burns Inc. October 2008 - July 2011
HSBC Finance (Retail Services) 2004 - 2007
Brann Worldwide 2002 - 2003
Arc Worldwide (Formerly Frankel Brand Marketing) 2000 - 2002
Skills
Financial Planning, Business Strategy, Investments, Strategic Planning, Budgeting, Research, Account Management, Product Development, Wealth Management, Marketing Strategy, Mutual Funds, Financial Analysis, New Business Development, Strategic Financial..., Portfolio Management, Budgets, CRM, Strategy, Competitive Analysis, Finance, Management, Strategic Partnerships
Education
Ryerson University 1982 — 1986
BA, Business - Hospitality and Tourism Management
Sabrina Tse Sabrina Tse's BMO Nesbitt Burns Inc. Experience August 1999 - October 2000
Job Manager, Trading Review & Analysis at Investment Industry Regulatory Organization of Canada
Industry Capital Markets
Experience
Investment Industry Regulatory Organization of Canada August 2008 - Present
Market Regulation Services Inc. February 2005 - May 2008
CDNX November 2000 - January 2005
BMO Nesbitt Burns Inc. August 1999 - October 2000
Skills
Equities, Securities, Trading, Options, Analysis, Leadership, Capital Markets, Derivatives, Trading Systems, Equity Trading, Electronic Trading, Financial Markets
Education
CAIA 2010 — 2011
Chartered Alternative Investment Analyst
The University of British Columbia 1995 — 1999
Bachelor of Commerce, Finance
Investment Industry Regulatory Organization of Canada August 2008 - Present
Market Regulation Services Inc. February 2005 - May 2008
CDNX November 2000 - January 2005
BMO Nesbitt Burns Inc. August 1999 - October 2000
Skills
Equities, Securities, Trading, Options, Analysis, Leadership, Capital Markets, Derivatives, Trading Systems, Equity Trading, Electronic Trading, Financial Markets
Education
CAIA 2010 — 2011
Chartered Alternative Investment Analyst
The University of British Columbia 1995 — 1999
Bachelor of Commerce, Finance
Jed Irwin B.Sc., MBA, FCSI Jed Irwin B.Sc., MBA, FCSI's BMO Nesbitt Burns Inc. Experience May 1994 - November 2004
Job Financial Planner at BMO
Industry Investment Management
Experience
BMO Financial Group February 2010 - Present
TD Waterhouse May 2007 - February 2010
Facet Funds November 2004 - May 2007
BMO Nesbitt Burns Inc. May 1994 - November 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Financial Services, Equities, Investments, Portfolio Management, Financial Planning, Retirement Planning, Securities, Asset Management, Asset Allocation, Financial Advisory, Finance, Fixed Income, Estate Planning
Education
Dalhousie University 2009 — 2013
MBA, Masters Business Administration
CIM, FCSI 2009 — 2009
CIM, Canadian Investment Management
CFA Level I
Chartered Financial Analyst, CFA Level I
University of Guelph 1985 — 1989
B.Sc., Physics, Mathematics
BMO Financial Group February 2010 - Present
TD Waterhouse May 2007 - February 2010
Facet Funds November 2004 - May 2007
BMO Nesbitt Burns Inc. May 1994 - November 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Financial Services, Equities, Investments, Portfolio Management, Financial Planning, Retirement Planning, Securities, Asset Management, Asset Allocation, Financial Advisory, Finance, Fixed Income, Estate Planning
Education
Dalhousie University 2009 — 2013
MBA, Masters Business Administration
CIM, FCSI 2009 — 2009
CIM, Canadian Investment Management
CFA Level I
Chartered Financial Analyst, CFA Level I
University of Guelph 1985 — 1989
B.Sc., Physics, Mathematics
Judy Lang Judy Lang's BMO Nesbitt Burns Inc. Experience 1992 - 1999
Job Strategic Brand Management
Industry Marketing and Advertising
Experience
Calgary Zoo April 2015 - Present
Calgary Zoo July 1999 - Present
BMO Nesbitt Burns Inc. 1992 - 1999
Skills
Marketing Strategy, Advertising, Media Planning, Brand Development, Tourism, Event Marketing, Strategic Planning, Team Leadership, Volunteer Management, Marketing Communications, Event Planning, Event Management, Public Relations, Marketing, Nonprofits, Media Relations, Brand Management, Market Research, Social Media Marketing, Integrated Marketing, Marketing Management, Digital Strategy, Newsletters, Social Media, Market Planning, Creative Direction, Business Planning, Online Marketing, Digital Marketing, Management
Education
University of Saskatchewan 1987 — 1992
Commerce, Marketing
Calgary Zoo April 2015 - Present
Calgary Zoo July 1999 - Present
BMO Nesbitt Burns Inc. 1992 - 1999
Skills
Marketing Strategy, Advertising, Media Planning, Brand Development, Tourism, Event Marketing, Strategic Planning, Team Leadership, Volunteer Management, Marketing Communications, Event Planning, Event Management, Public Relations, Marketing, Nonprofits, Media Relations, Brand Management, Market Research, Social Media Marketing, Integrated Marketing, Marketing Management, Digital Strategy, Newsletters, Social Media, Market Planning, Creative Direction, Business Planning, Online Marketing, Digital Marketing, Management
Education
University of Saskatchewan 1987 — 1992
Commerce, Marketing
Belinda Espley's BMO Nesbitt Burns Inc. Experience February 2010 - March 2010
Job Accounts Receivable Representative at Heritage Food Service Group of Canada Limited
Industry Accounting
Experience
Heritage Food Service Group of Canada Limited May 2010 - Present
Espley's of Ajax August 2009 - Present
BMO Nesbitt Burns Inc. February 2010 - March 2010
Women's Executive Network (WXN) February 2009 - August 2009
Treasury Management Association of Canada (TMAC) February 2000 - February 2009
Treasury Management Association of Canada (TMAC) 1994 - 2000
Treasury Management Association of Canada (TMAC) 1993 - 1994
Bank of Montreal 1985 - 1991
Skills
Budgets, General Ledger, Event Management, Access, QuickBooks, Customer Service, Nonprofits, Bookkeeping, Employee Benefits, Food & Beverage, Key Account Management, Project Management, Strategic Planning, Volunteer Management, Creative Writing, Financial Reporting, Microsoft Excel, Operations Management, Contract Negotiation, Human Resources, Payroll, Trade Shows, Accounts Receivable, Accounts Payable, Accounting, Account Management, Invoicing, Outlook, Financial Analysis, Cash Management, Office Management, Event Planning, Team Leadership, Team Building, Policy, Social Networking, Process Improvement, Customer Satisfaction, Leadership, Management, Training
Education
Centennial College 1981 — 1984
Hospitality, Restaurant & Catering Management
Heritage Food Service Group of Canada Limited May 2010 - Present
Espley's of Ajax August 2009 - Present
BMO Nesbitt Burns Inc. February 2010 - March 2010
Women's Executive Network (WXN) February 2009 - August 2009
Treasury Management Association of Canada (TMAC) February 2000 - February 2009
Treasury Management Association of Canada (TMAC) 1994 - 2000
Treasury Management Association of Canada (TMAC) 1993 - 1994
Bank of Montreal 1985 - 1991
Skills
Budgets, General Ledger, Event Management, Access, QuickBooks, Customer Service, Nonprofits, Bookkeeping, Employee Benefits, Food & Beverage, Key Account Management, Project Management, Strategic Planning, Volunteer Management, Creative Writing, Financial Reporting, Microsoft Excel, Operations Management, Contract Negotiation, Human Resources, Payroll, Trade Shows, Accounts Receivable, Accounts Payable, Accounting, Account Management, Invoicing, Outlook, Financial Analysis, Cash Management, Office Management, Event Planning, Team Leadership, Team Building, Policy, Social Networking, Process Improvement, Customer Satisfaction, Leadership, Management, Training
Education
Centennial College 1981 — 1984
Hospitality, Restaurant & Catering Management
Andy Geddes's BMO Nesbitt Burns Inc. Experience March 1991 - Present
Job Vice President, Portfolio Manager BMO Nesbitt Burns Inc.
Industry Investment Management
Experience
BMO Nesbitt Burns Inc. March 1991 - Present
RBC Dominion Securities May 1983 - March 1991
Skills
High Net Worth..., Investment Strategies, Wealth Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Asset Management, Equities, Securities, Asset Allocation, ETFs, Investment Advisory
Education
University of Windsor 1981 — 1983
B.Comm - Bachelor of Commerce
McMaster University 1978 — 1981
B.A. - Bachelor of Arts
BMO Nesbitt Burns Inc. March 1991 - Present
RBC Dominion Securities May 1983 - March 1991
Skills
High Net Worth..., Investment Strategies, Wealth Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Asset Management, Equities, Securities, Asset Allocation, ETFs, Investment Advisory
Education
University of Windsor 1981 — 1983
B.Comm - Bachelor of Commerce
McMaster University 1978 — 1981
B.A. - Bachelor of Arts
Sachlas Anthony Sachlas Anthony's BMO Nesbitt Burns Inc. Experience November 2004 - Present
Job Investment Advisor at BMO Nesbitt Burns Inc.
Industry Financial Services
Experience
BMO Nesbitt Burns Inc. November 2004 - Present
Skills
Investments, Asset Managment, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies, Financial Markets, Wealth Management, Retirement Planning, Derivatives, TFSA, Strategic Financial..., Asset Allocation, Investment Advisory
Education
Concordia University
BMO Nesbitt Burns Inc. November 2004 - Present
Skills
Investments, Asset Managment, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies, Financial Markets, Wealth Management, Retirement Planning, Derivatives, TFSA, Strategic Financial..., Asset Allocation, Investment Advisory
Education
Concordia University
Duncan Murdoch's BMO Nesbitt Burns Inc. Experience September 1997 - July 1999
Job Senior Managing Director, Head US Principal Transactions Group, Macquarie
Industry Venture Capital & Private Equity
Experience
Macquarie Group July 2001 - Present
General Atlantic June 2000 - August 2000
BMO Nesbitt Burns Inc September 1997 - July 1999
Macquarie Bank March 1995 - July 1997
Supreme Court of NSW January 1994 - December 1994
Skills
Mergers, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Structuring, Capital Markets, Portfolio Management, Investments, Equities, IPO, Leadership, Financial Modeling, Investment Banking, Management, Corporate Development, Hedge Funds, Valuation, Corporate Finance, Private Placements, Venture Capital, Structured Finance, M&A experience
Education
Stanford 1999 — 2001
MBA
University of Sydney 1989 — 1993
LLB (Hons), Law
University of Sydney 1989 — 1991
BEc, Economics, Accounting
Macquarie Group July 2001 - Present
General Atlantic June 2000 - August 2000
BMO Nesbitt Burns Inc September 1997 - July 1999
Macquarie Bank March 1995 - July 1997
Supreme Court of NSW January 1994 - December 1994
Skills
Mergers, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Structuring, Capital Markets, Portfolio Management, Investments, Equities, IPO, Leadership, Financial Modeling, Investment Banking, Management, Corporate Development, Hedge Funds, Valuation, Corporate Finance, Private Placements, Venture Capital, Structured Finance, M&A experience
Education
Stanford 1999 — 2001
MBA
University of Sydney 1989 — 1993
LLB (Hons), Law
University of Sydney 1989 — 1991
BEc, Economics, Accounting
John Mawdsley's BMO Nesbitt Burns Inc. Experience 1997 - 1998
Job Senior Advisor, Capital Markets at Canadian Oil Sands Limited
Industry Oil & Energy
Experience
Canadian Oil Sands Limited March 2012 - Present
AltaCorp Capital Inc. October 2010 - March 2012
Camcor Partners Inc. April 2007 - April 2010
Raymond James Ltd. 2003 - 2006
FirstEnergy Capital Corp. 1998 - 2003
BMO Nesbitt Burns Inc. 1997 - 1998
Imperial Oil Limited 1984 - 1990
Skills
Private Equity, Investment Banking, Energy, Capital Markets, Corporate Finance, Equities, Team Leadership, Valuation, Investments, Energy Industry, Financial Analysis, Equity Research, Financial Modeling, Oil & Gas, Mergers & Acquisitions
Education
University of Calgary 1994 — 1996
MBA, Finance
University of Alberta 1981 — 1985
BSc (Honors), Geology
Canadian Oil Sands Limited March 2012 - Present
AltaCorp Capital Inc. October 2010 - March 2012
Camcor Partners Inc. April 2007 - April 2010
Raymond James Ltd. 2003 - 2006
FirstEnergy Capital Corp. 1998 - 2003
BMO Nesbitt Burns Inc. 1997 - 1998
Imperial Oil Limited 1984 - 1990
Skills
Private Equity, Investment Banking, Energy, Capital Markets, Corporate Finance, Equities, Team Leadership, Valuation, Investments, Energy Industry, Financial Analysis, Equity Research, Financial Modeling, Oil & Gas, Mergers & Acquisitions
Education
University of Calgary 1994 — 1996
MBA, Finance
University of Alberta 1981 — 1985
BSc (Honors), Geology
Jeff McKay, LL.B.'s BMO Nesbitt Burns Inc. Experience February 2008 - February 2015
Job Investment Advisor Manulife Securities Incorporated "Your trusted financial and investment advocate"
Industry Investment Management
Experience
Manulife Securities Incorporated February 2015 - Present
BMO Nesbitt Burns Inc. February 2008 - February 2015
Baker Schneider Ruggierio LLP Barristers and Solicitors April 1997 - January 2008
Bassel Sullivan Barristers and Solicitors March 1990 - March 1997
Skills
Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Financial Services, Succession Planning, Tax, Investment Advisory, Financial Planners, Equities, Mutual Funds, Financial Advisory, Financial Analysis, Legal Research, Investment Strategies, Corporate Law, Litigation, Finance, Securities, Research, Management, Wealth, Corporate Finance
Education
University of Toronto Law School 1985 — 1988
LL.B., Law
Queen's University 1981 — 1985
B.A.(Hons), Political Studies
St. Pius X High School, Ottawa, Ontario 1976 — 1981
Manulife Securities Incorporated February 2015 - Present
BMO Nesbitt Burns Inc. February 2008 - February 2015
Baker Schneider Ruggierio LLP Barristers and Solicitors April 1997 - January 2008
Bassel Sullivan Barristers and Solicitors March 1990 - March 1997
Skills
Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Financial Services, Succession Planning, Tax, Investment Advisory, Financial Planners, Equities, Mutual Funds, Financial Advisory, Financial Analysis, Legal Research, Investment Strategies, Corporate Law, Litigation, Finance, Securities, Research, Management, Wealth, Corporate Finance
Education
University of Toronto Law School 1985 — 1988
LL.B., Law
Queen's University 1981 — 1985
B.A.(Hons), Political Studies
St. Pius X High School, Ottawa, Ontario 1976 — 1981
Radek Wojtal's BMO Nesbitt Burns Inc. Experience November 2013 - Present
Job Investment Advisor (CIM) at BMO Nesbitt Burns Inc.
Industry Financial Services
Experience
BMO Nesbitt Burns Inc. November 2013 - Present
Scotia Capital Inc., ScotiaMcLeod, Lipsett Landry Group June 2012 - November 2013
BMO Nesbitt Burns, Lipsett Landry Group September 2008 - May 2012
Scotia Capital Inc. January 2006 - August 2007
The Walt Disney Company 2002 - 2002
Skills
Equities, Investment Banking, Hedge Funds, Credit, Wealth Management, Investments, Portfolio Management, Investment Strategies, Capital Markets, Mutual Funds, Securities, Structured Finance, Financial Modeling, Derivatives, Financial Analysis, Strategic Financial..., Valuation, Retirement Planning, Risk Management, Corporate Finance, Banking
Education
Canadian Securities Institute 2008 — 2012
CIM
Dalhousie University 2005 — 2008
BCOMM, Finance
Sheridan College 2001 — 2004
3a. Business Administration Diploma, Marketing Major (Coop Stream, 4a.)
TSCC
BMO Nesbitt Burns Inc. November 2013 - Present
Scotia Capital Inc., ScotiaMcLeod, Lipsett Landry Group June 2012 - November 2013
BMO Nesbitt Burns, Lipsett Landry Group September 2008 - May 2012
Scotia Capital Inc. January 2006 - August 2007
The Walt Disney Company 2002 - 2002
Skills
Equities, Investment Banking, Hedge Funds, Credit, Wealth Management, Investments, Portfolio Management, Investment Strategies, Capital Markets, Mutual Funds, Securities, Structured Finance, Financial Modeling, Derivatives, Financial Analysis, Strategic Financial..., Valuation, Retirement Planning, Risk Management, Corporate Finance, Banking
Education
Canadian Securities Institute 2008 — 2012
CIM
Dalhousie University 2005 — 2008
BCOMM, Finance
Sheridan College 2001 — 2004
3a. Business Administration Diploma, Marketing Major (Coop Stream, 4a.)
TSCC
Santi Giunta's BMO Nesbitt Burns Inc. Experience January 1999 - January 2003
Job Wealth Operations Officer
Industry Financial Services
Experience
TD Wealth Management November 2012 - Present
TD SECURITIES January 2006 - January 2011
First Associates January 2004 - January 2005
BMO NESBITT BURNS INC January 1999 - January 2003
Education
Toronto School of Business
Hotel and Restaurant Management
TD Wealth Management November 2012 - Present
TD SECURITIES January 2006 - January 2011
First Associates January 2004 - January 2005
BMO NESBITT BURNS INC January 1999 - January 2003
Education
Toronto School of Business
Hotel and Restaurant Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.