About Us

With over a decade experience in relationship management, Colin is now in his 7th year with BMO Private Wealth and is directly involved in the management of investment portfolios for individuals, corporations, and foundations. As a lifelong learner of the capital markets, Colin acts as a steward of his clients’ capital and executes an array of investment objectives. In conjunction with the discretionary management services Colin provides to private clients, he implements comprehensive wealth plans to drive an exceptional client experience.

Graduated with a Bachelor of Business from Acadia University followed by a Master of Finance at Saint Mary's University in Halifax, Nova Scotia. Colin was awarded the Chartered Financial Analyst (CFA) designation  and ESG Certificate  by the CFA institute in 2022. He most recently acquired the Certified Financial Planner (CFP) designation in 2023 and is currently enrolled for the Charter of Alternative Investment Analyst (CAIA) exam.

Colin is currently serving as a board member for the CFA Atlantic Chapter. He is also actively involved with his local community as a board member for the Greater Burnside Business Association to further advocate economic prosperity in the region. Colin proudly grew up in Cole Harbour, Nova Scotia and has worked in various locations in Alberta before settling back home in 2019. He currently resides in Halifax, Nova Scotia. When he is not working, Colin leads an active lifestyle and participates in a multitude of sports. He is also an avid reader and enjoys a range of topics and subject matter.

As one of the newest members of the BMO Private Wealth Team, coming from the insurance industry, Jack prides himself on his ability to connect with and provide exceptional service to his clients. Jack grew up in Charlottetown, PEI, then went on to graduate with a Bachelor of Commerce from Mount Allison University in Sackville, NB, before finally calling the great city of Halifax his home.

Outside of his time at work, Jack enjoys spending time with his family and loved ones, getting out in nature on hikes, and traveling the globe whenever he gets the chance.

Jack handles the administrative functionalities of your investment management relationship. This encompasses, but is not limited to, contribution/withdrawal requests, liaising with your external providers for personal and corporate tax information, new account set-ups, and online access inquiries to view your investment information. Please reach out to him whenever any need arises.