Craig is responsible for providing strategic investment and wealth planning solutions to high-net-worth individuals and their families. With over 16 years of experience assisting successful Canadians with all aspects of their wealth, Craig offers a unique ability to break down complex strategies into easily comprehensible action plans.
Prior to taking on the Investment Counsellor role, Craig spent 7+ years with BMO Private Wealth as Director, Wealth Planning, and regularly advised high net worth clients across Canada on a wide range of topics, including, but not limited to; retirement forecasting, tax and estate strategies, corporate structuring, business succession planning, and philanthropy.
Craig’s holds a BA from Memorial University of Newfoundland, is a CFA Charterholder, Certified Financial Planner (CFP), and a Fellow of the Canadian Securities Institute (FCSI). He is an active member of both the CFA Society of Atlantic Canada and FP Canada.
Craig and his wife Mariella live in St. John’s, NL. They live an active lifestyle, are animal advocates, and enjoy traveling and sharing new experiences together.
With a Financial Services background that spans investments, banking, lending and financial planning, Adam is well-equipped to help clients navigate their financial lives. Always putting the clients' needs first has led to long-lasting relationships that are built on a foundation of trust.
Adam works closely with Craig to ensure that there is a deep understanding of all clients' unique circumstances and that their portfolios are constructed in a way that is appropriate for them. Adam is a Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and a Fellow of the Canadian Securities Institute (FCSI®), and believes firmly in a team-based approach to the management of clients' complex wealth needs.
Adam enjoys family life, and lives in St. John's with his wife Felicia and their two children.
Jarrid joined BMO Private Wealth as of 2022 as a Portfolio Assistant. Previous to this, Jarrid has 6 years of related work experience and 6 years of experience of specializing in client service/client management. He supports the team by assisting with client requests, day to day transactions, and account reconciliation.
Jarrid completed his Bachelor of Business Administration (BBA) in May, 2015 from Memorial University of Newfoundland.
In his spare time, Jarrid enjoys hiking, exploring Newfoundland and most importantly spending time with family.