Geoffrey Marshall is an advisor with BMO Nesbitt Burns Securities Ltd., holding 28 years of industry experience. He has been with BMO Nesbitt Burns Inc. since 1998 and BMO Nesbitt Burns Securities Ltd. since 2019. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, including Canadian residents with U.S. retirement accounts, and manages accounts based on client-specific Investment Policy Statements with allocations to equities, fixed income, mutual funds, and ETFs.

Nathan Johnson is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and two years of industry experience. He has worked at BMO Nesbitt Burns Securities Ltd. since 2025 and previously at BMO Nesbitt Burns Inc., Northfront Financial Inc., and Raymond James in both the U.S. and Canada. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a mix of equities, fixed income, mutual funds, and ETFs, and offers financial planning as part of its advisory services.

Cameron Murphy is a financial advisor with BMO Nesbitt Burns Securities Ltd. He holds 17 years of industry experience, having worked with BMO Nesbitt Burns Inc. since 2009 and joining BMO Nesbitt Burns Securities Ltd. in 2024. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada, with a significant portion of its clients residing outside the United States. The firm manages accounts based on client-specific Investment Policy Statements, utilizing a range of securities and research from affiliates and third parties.

Kyle Kootstra is a financial advisor at BMO Nesbitt Burns Securities Ltd. with 13 years of industry experience. He holds the Series 63 designation and has been with BMO Nesbitt Burns since 2010. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages accounts based on client-specific Investment Policy Statements and offers financial planning as part of its advisory relationships.

Hudson Ma is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding seven years at the firm and over 21 years with its affiliate, BMO Nesbitt Burns Inc. He has no prior industry experience outside of these roles. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages portfolios according to client-specific investment policies and incorporates a range of asset classes, with research support from affiliate and third-party sources.

Joseph Fanaki is a Series 63-licensed financial advisor with BMO Nesbitt Burns Securities Ltd., where he has worked since 1998, totaling 28 years at the firm and 20 years of industry experience overall. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, including Canadian residents with U.S. retirement accounts, and manages accounts with client-specific investment policies utilizing equities, fixed income, mutual funds, and ETFs.

Stephane Barbeau is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding 26 years of industry experience. He has been with BMO Nesbitt Burns Inc. since 2000 and with BMO Nesbitt Burns Securities Ltd. since 2022. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, including Canadian residents with U.S. retirement accounts, and manages accounts according to client-specific Investment Policy Statements using a mix of equities, fixed income, mutual funds, and ETFs.

Matthew Sitka is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and 8 years of industry experience. He has been with BMO Nesbitt Burns in various capacities since 2001. Outside of his advisory role, he serves as the director and sole owner of Serpah Holdings, a personal investment holding company. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, managing accounts according to client-specific Investment Policy Statements and utilizing a range of investment vehicles and third-party research.

Elizabeth Petticrew is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and 27 years of industry experience. She has been with Nesbitt Burns Securities Ltd. since 1989. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements, utilizing equities, fixed income, mutual funds, and ETFs, supported by affiliate and third-party research.

Cheryl Smith is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and 15 years of industry experience. She has been with BMO Nesbitt Burns since 2008. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across both the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements, utilizing a range of equity, fixed income, mutual fund, and ETF allocations.

Michael Dorfman is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding the Series 63 designation and bringing 28 years of industry experience. He has been with Nesbitt Burns Securities Ltd. since 1992. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages advisory accounts based on client-specific Investment Policy Statements, utilizing equities, fixed income, mutual funds, and ETFs, and operates as a Canadian subsidiary within the Bank of Montreal group.

Darren Goldberg is a Series 63-licensed financial advisor with BMO Nesbitt Burns Securities Ltd., where he has worked for 12 years and has a total of 23 years of industry experience. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, including Canadian residents with U.S. retirement accounts, and manages client portfolios based on customized Investment Policy Statements using a range of asset classes and third-party research.

Philip Harland is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding 4 years of experience at this firm and 15 years within the BMO Nesbitt Burns organization. His background is exclusively with these related entities. BMO Nesbitt Burns Securities Ltd. serves individuals, trusts, entities, and retirement accounts in both the U.S. and Canada, including Canadian residents with U.S. retirement accounts. The firm provides discretionary investment advisory, brokerage, and financial planning services with client-specific investment strategies, utilizing a range of asset classes and third-party research.

Christian Roux is a financial advisor at BMO Nesbitt Burns Securities Ltd. with 25 years of industry experience. He has been with Nesbitt Burns Securities Ltd. since 1988. He holds the Series 63 designation. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages advisory accounts based on client-specific Investment Policy Statements, typically including equities, fixed income, mutual funds, and ETFs, and operates as a Canadian subsidiary within the Bank of Montreal group.

Donald Taylor is a financial advisor at BMO Nesbitt Burns Securities Ltd. with five years of experience at the firm and a total of 15 years within the BMO Nesbitt Burns organization. He has worked exclusively with BMO Nesbitt Burns throughout his career. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors and manages portfolios based on client-specific Investment Policy Statements using a range of asset classes and third-party research.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Michael Anderson is a financial advisor at BMO Nesbitt Burns Securities Ltd. with 28 years of industry experience. He holds the Series 63 designation and has worked at Nesbitt Burns Securities Ltd. since 1993, joining BMO Nesbitt Burns in 2016. Anderson serves as a director of the Molson Foundation, a private foundation that makes grants to hospitals, educational institutions, and charitable organizations in Canada. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages accounts according to client-specific Investment Policy Statements and utilizes a mix of equities, fixed income, mutual funds, and ETFs, with advisory support from affiliate and third-party research.

Marc Filiba is a financial advisor at BMO Nesbitt Burns Securities Ltd. with over 25 years of industry experience. He has been with BMO Nesbitt Burns Inc. since 2001 and continues his career with the firm, which he joined in 2019. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements and provides a range of investment options, supported by affiliate and third-party research.

James Nickerson is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and approximately eight years of industry experience. His prior roles include positions at Cumberland Private Wealth and Perron and Partners Wealth Management. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across both U.S. and Canadian markets. The firm manages advisory accounts based on client-specific Investment Policy Statements, utilizing research from affiliates and third parties, and operates as a Canadian subsidiary within the Bank of Montreal group.

Jason Armstrong is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and 12 years of industry experience. He has been with BMO Nesbitt Burns since 2011. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages accounts based on client-specific Investment Policy Statements and incorporates research from affiliate and third-party sources.

Hoa Vuong is a financial advisor with BMO Nesbitt Burns Securities Ltd. He holds nine years of experience with BMO Nesbitt Burns, Inc. and previously spent ten years at TD Bank. Vuong joined BMO Nesbitt Burns Securities Ltd. in 2025. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements and uses affiliate and third-party research to guide portfolio allocations.

Kristen Spies is an advisor with BMO Nesbitt Burns Securities Ltd. and BMO Nesbitt Burns Inc., having worked in the industry since 2011. She has been with her current firm since 2021. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages client portfolios based on individual Investment Policy Statements and integrates affiliate and third-party research in its investment approach.

Gary Choo is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding six years of industry experience. He has been with BMO Nesbitt Burns in various capacities since 2000. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements, utilizing a range of asset classes and research sources, and operates as a Canadian subsidiary within the Bank of Montreal group.

Justin Harrison is an advisor at BMO Nesbitt Burns Securities Ltd. He holds no industry experience prior to joining BMO Nesbitt Burns Inc. in 2013 and started his current role in 2024. He is the controlling shareholder of JMAR Holdings Ltd., a personal holding company that holds investment securities managed within his BMO Nesbitt Burns portfolio. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements and utilizes a range of asset classes supported by affiliate and third-party research.

Gabriel Martin is a financial advisor at BMO Nesbitt Burns Securities Ltd. with 13 years of industry experience and holds a Series 63 designation. He has been with BMO Nesbitt Burns Securities since 2004. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across U.S. and Canadian markets, including Canadian residents holding U.S. retirement accounts. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a range of asset classes and third-party research, and operates as a Canadian subsidiary of the Bank of Montreal group.

Troy La Londe is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding over 30 years of industry experience. He has been with BMO Nesbitt Burns Inc. since 1995 and joined BMO Nesbitt Burns Securities Ltd. in 2023. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements and offers financial planning as part of its advisory relationships.

Daniel Lebeuf is an advisor with BMO Nesbitt Burns Securities Ltd., holding 17 years of industry experience. He has worked at BMO Nesbitt Burns Inc. since 2009 and has been with BMO Nesbitt Burns Securities Ltd. since 2019. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts across the U.S. and Canada. The firm manages accounts based on client-specific Investment Policy Statements, utilizing equities, fixed income, mutual funds, and ETFs, and is part of the Bank of Montreal group.

Justin Pike is an advisor at BMO Nesbitt Burns Securities Ltd. with four years of experience at the firm and over twenty years at its affiliated entity, BMO Nesbitt Burns Inc. He holds no additional notable prior firm affiliations or other business activities. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, typically including equities, fixed income, mutual funds, and ETFs, and offers financial planning as part of its advisory relationships.

Stacy Soutiere is a financial advisor with BMO Nesbitt Burns Securities Ltd. holding a Series 63 designation and two years of industry experience. She has been with BMO Nesbitt Burns entities since 2014. In addition to her advisory role, Stacy serves as an Associate Adjunct Professor at the Haskayne School of Business at the University of Calgary. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages advisory accounts based on client-specific Investment Policy Statements and leverages affiliate and third-party research in their investment approach.

Sylvain Brisebois is a financial advisor at BMO Nesbitt Burns Securities Ltd. with 27 years of industry experience. He has been with Nesbitt Burns since 1995. He holds a Series 63 designation. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, often managing client accounts according to customized Investment Policy Statements that include equities, fixed income, mutual funds, and ETFs.

Sean Rourke is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding a Series 63 designation and having 11 years of industry experience. He has been with BMO Nesbitt Burns since 1997. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm serves both U.S. and Canadian investors, including Canadian residents with U.S. retirement accounts, and manages portfolios based on client-specific Investment Policy Statements that typically include equities, fixed income, mutual funds, and ETFs.

David Stelpstra is an advisor with BMO Nesbitt Burns Securities Ltd. He has been with the BMO organization since 2009, including three years at BMO Nesbitt Burns Securities Ltd. His credentials and prior career background are not specified. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements and offers financial planning as part of its advisory relationships.

Udaya Ratnayake is a CFA® charterholder with over 30 years of experience at BMO Nesbitt Burns, currently serving at BMO Nesbitt Burns Securities Ltd. since 2020. His tenure with the BMO group began in 1994, and he has remained with the organization throughout his career. BMO Nesbitt Burns Securities Ltd. offers discretionary investment advisory, brokerage, and financial planning services to a diverse range of clients including individuals, trusts, and retirement accounts in both the U.S. and Canada. The firm utilizes client-specific Investment Policy Statements and draws on affiliate and third-party research to manage portfolios across multiple asset classes.

Christopher Thiessen is a financial advisor with BMO Nesbitt Burns Securities Ltd., holding seven years of experience in the industry since 2019 and seventeen years with the affiliated BMO Nesbitt Burns Inc. He currently serves within a multi-team environment at the firm. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages advisory accounts based on client-specific Investment Policy Statements with diversified allocations and relies on affiliate and third-party research.

Danny Costa is a financial advisor at BMO Nesbitt Burns Securities Ltd. with over 14 years of industry experience, including his current role since 2023. He has been associated with the BMO group since 2012. Outside of his advising work, he co-owns family real estate holding companies in Canada and assists with related activities in his personal time. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts, serving both U.S. and Canadian investors. The firm manages accounts based on client-specific investment policies and integrates research from affiliates and third parties.