Josh has spent the last 23 years growing a valued base of experience by partnering with select individuals, families and business owners to provide financial counsel and risk management. The goal is simple, understandable solutions to grow and protect wealth. His family has lived, worked and operated a successful real estate business in the local community for 20 years. Drawing on real world business experience and a former career as a commercial banker, Josh understands the commitment required to build operate and maintain a successful career, business or professional practice.
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Craig is an Investment Advisor who joined the firm in November of 2014. In helping individuals, professionals, and families Craig takes a team approach to help his clients achieve their visions and dreams. By establishing a true partnership, Craig works together to provide clarity and direction towards financial independence. Craig is an IIROC Approved Registered Representative with a Canadian Securities License and an Insurance License. He attended Harvard University from 1995-1997 studying Economics. After Harvard, Craig played professional hockey for 16 years in both North America and Europe. He and his wife Amanda live in Antigonish with their three children where he enjoys playing golf and helping the younger generation on the ice.
Greg values the relationships he has formed with his clients since he began as a wealth advisor over 25 years ago. His goal is to be a trusted partner with his clients to help them secure their financial future. Since joining the firm in 1993, Greg has attained various accreditations and continually focuses on professional development. He has been a member of the firm’s President’s Council for many years and has served on policy and marketing committees of the firm and BMO. Greg is committed to giving back to the community, both locally and internationally. Throughout the years, he has been a member of the board of organizations such as Laing House and the Acadia Alumni Association. His love of sport has led him to coaching with local sports organizations. Greg and his wife support UNICEF Canada and engage their daughters in this work. His family inspires him every day and he enjoys his days with them from the basketball court to the supper table.
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Chris has been a trusted investment professional since 1999. He joined BMO Nesbitt Burns in 2009. As a Wealth Advisor in the Bakeeff Cruikshank Group, Chris will create a financial assessment for you based on your investment objectives, risk tolerance, and income requirements for your long- and short-term goals. Drawing on BMO Nesbitt Burns’ wide range of wealth advisory services and solutions, he will provide you with a customized investment plan that not only meets your current needs but also puts you on track to enjoy a financially secure future.
Ryan has been advising clients in the investment industry for over 25 years, with an approach that simplifies the wealth management process through open and honest communication. He is a Certified Financial Planner (CFP®), a Charted Investment Manager (CIM®) and a licensed portfolio manager. He began his career after graduating from the Bachelor of Commerce Co-op Program at Dalhousie University, joining BMO in 2001. Born in Yarmouth, Ryan now lives in Halifax with his entrepreneurial wife Natalie and their two children.
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As a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), David focuses on planning and education to build confidence in his clients’ financial decisions. He first joined BMO Bank of Montreal part time in 2005, while completing his Bachelor of Commerce degree at St. Mary’s University. David gained experience in a few roles before settling in for over six years as a Financial Planner, helping clients reach their goals with investment and retirement plans. In 2017, David joined The Churchill Wealth Advisory Group within BMO Nesbitt Burns, enabling him to offer more holistic and long-term guidance. He is proud to call Dartmouth home with his wife, Lindsay, and their three young daughters.
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Driven by his desire to help others, Michael has worked in the investment industry for over 30 years, and at BMO Nesbitt Burns since 2010. He is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), and graduated from Acadia University with a Bachelor of Business Administration in 1984. Michael continues to live in Wolfville with his wife, Heather, and they are the proud parents of three adult children. When he’s not helping clients, you’ll likely find him volunteering as a Treasurer for the Valley Hospice Foundation. He also loves to travel and spend time with friends and family.
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David has worked with BMO for 27 years in many roles in Personal and Commercial Banking, His experience providing top level customer service is well known and his commitment to you will be immediate. Helping his staff provide investment advice, lending advice and everyday advice has helped many people enjoy retirement and you will receive the same level of advice. He works closely with the branch and his partners in Estate and Insurance planning to make sure you and your family are looked after. Please call for your meeting today. Customer service is the number one priority because that is what you deserve.
Ross has been working with BMO Nesbitt Burns for over 40 years, managing discretionary accounts for most of that time. He holds an MBA in finance from Saint Mary's University with Undergraduate in Sciences. He holds several industry related certifications and is also a part time lecturer at Saint Mary's University.
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Mathieu is an experienced investment advisor who works with families, executives and business owners to reach their financial and retirement goals. Mathieu has been with BMO since 2017 and started his career in Toronto where he was working in BMO Global Asset Management’s flagship Exchange-Trade Funds (ETF) investment team helping to manage over $68 billion of assets under management. Mathieu holds a Master’s in Financial Economics from Western University and has completed the Chartered Financial Analyst (CFA) program, which is known as the industry gold standard in portfolio management.
Lee has been in the industry since 1981. Throughout his career he has managed sinking funds, defeasance funds, pension funds, endowment funds, and family office and private client portfolios. In 1994, he formed the Harwood Group, creating a distinct wealth management platform to provide institutional structure and discipline to private clients. Lee works in concert with a highly skilled team of professionals who help deliver every facet of the wealth management offering. He has been a keynote speaker at a number of conferences in Canada and the US on building a wealth management practice. He has been a panelist for a number of AIMA conferences on alternative investing. In addition, he has been a guest lecturer on organizational finance at the Rowe School of Business MBA Program at Dalhousie University. Lee has always been committed to community involvement and as such, has donated his time and resources to a variety of deserving institutions in education, the arts, heritage and sports.
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With more than 25 years of industry experience, Michelle Crouse is an energetic and passionate advocate for her affluent and diverse clientele. Partnering with Naomi Isner in 2018 to form the Isner Crouse Wealth Advisory Group, today the two co-lead the team with complementary skills. She currently serves as Chair of the Nesbitt Burns Investment Advisor Advisory Council, established to ensure the productive exchange of ideas between leadership and advisors. A strong advocate for women’s financial engagement and success, Michelle was featured in a Women of Influence article in partnership with BMO for Women. She was also thrilled to be asked to participate in the BMO for Women National Market Council as an advocate and representative for BMO Private Wealth. In addition, Michelle has been a strong supporter of the BMO Celebrating Women program, having twice nominated candidates chosen as award recipients.
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A seasoned Wealth Advisor, Naomi has successfully navigated her clients through many challenging life changes and market cycles. She holds the Chartered Investment Manager (CIM®) designation and is also a licensed Portfolio Manager. This credential allows her to provide discretionary portfolio management, making investment decisions on clients’ behalf – a distinct advantage in the ever-evolving world of wealth management. It also demonstrates Naomi’s sound business ethics, advanced investment management skills, and continuing commitment to professional education.
Born & raised in Cape Breton before leaving to attend Mount Saint Vincent University where he obtained my Bachelor of Business Administration degree. He completed his Chartered Accountant designation while working at Wilde Timmons Michaud in Halifax before moving to the South Shore where he went on to spend the next 10+ years in both public & corporate accounting roles. During his career, he learned what he enjoyed most was interacting with people, building relationships, and helping people find solutions to their problems. As an Investment Advisor he feels privileged to have the opportunity to work with people everyday while leveraging his unique skill set to benefit clients. He prides myself on providing an exceptional client experience with the goal of building trust and creating a comfortable, safe, & open environment with a family feel.
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I am proud to be an Investment Advisor working with BMO Private Wealth – Nesbitt Burns. I have spent the previous eight years at BMO Nesbitt Burns working closely with successful individuals and their families, helping them to meet their wealth objectives while mitigating taxes and helping them understand the risks they don’t always realize they‘re taking. Prior to joining BMO Nesbitt Burns in 2017, I spent over 20 years in the investment industry most recently as Vice-President, Regional Sales at BMO Global Asset Management. In that role I was responsible for coaching and advising hundreds of investment advisors across all four Atlantic Provinces on how to better serve their clients. I graduated from Saint Mary’s University with a double major in Economics and Finance. I have a thirst for knowledge leading me to complete the Chartered Financial Analyst (CFA) designation, and I’m also a member of the local (Atlantic Canada) CFA Society. I sought out the CFA designation because it is known in the investment industry as the highest ethical standard. I was born in Kentville, NS. I lived and breathed all sports growing up but my greatest passion was volleyball. Currently I live in Hammonds Plains, NS with my wife Jen, and daughter Cecelia. I have a dedication to construction and growth that fuels my professional life as well as my pastimes which are currently more focused around my family, landscaping and carpentry.”
Rob Oyler joined Oyler MacDougall Wealth Advisors in 1996. Rob grew up hearing stories around the dinner table from his father and our founder, John, about clients whose patience and discipline paid off in strong financial outcomes. He repeats those same stories for our clients’ benefit today and applies his father’s principles in helping to run our practice. Rob has received the Wealth Advisor (WA), Financial Management Advisor (FMA) and Personal Financial Planner (PFP®) designations and is also licensed to provide life insurance. He coached lacrosse, hockey, and football extensively for so many organizations while his kids were growing up that it felt like his second job for a long time. Rob enjoys being involved in supporting young people in sports and hopes to revisit that role down the road one day when he retires. In 2017, Rob took up cycling with his wife Sue and this passion drives him to log hundreds of kilometers every year whenever the Nova Scotia climate allows, and Rob and Sue like to include cycling on many of their vacations. They have three grown kids that are their pride and joy – two live out west and one lives in Halifax. Rob and Sue love being involved in their lives as much as possible.
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Raised in a financial family, Jamie Oyler had a golden opportunity to learn from his father, John, the founder of our team. Having been introduced to the investment industry early in life, the importance of building clients’ trust and working with integrity was instilled in him from the start. After earning a Bachelor of Commerce degree in Finance at Dalhousie University, Jamie began his career as an Investment Advisor in 1987. He earned the Fellow of the Canadian Securities Institute (FCSI®) designation in 1990. Jamie then joined the Oyler Wealth Advisory Group in 1989 and became licenced as a Portfolio Manager, enabling him to perform discretionary investment services. The discretionary platform frees our clients from having to make daily investment decisions and empowers our team to act quickly and fairly when opportunities or risks arise. In addition to advising his own roster of affluent clients, Jamie also leads our team’s big-picture, long-term vision and liaises with the BMO Private Wealth management team. Having completed corporate coaching programs, Jamie applies these valuable skills in shaping our team’s governance, direction and processes. Jamie has volunteered extensively as a coach over the years, mostly with his children’s sports teams, and currently coaches co-ed badminton at Sommet High School. When he’s not in the office, Jamie spends his time travelling with his wife Christine, playing badminton, cooking, and trying to keep up with his three grown sons.
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Mike MacDougall works closely with our clients to establish long-term relationships and meet all their financial objectives in collaboration with our network of partners and bankers. His background in commercial banking gave Mike a sound understanding of taxation and business finance, which particularly helps our clients who own businesses. Mike has worked in financial services since 2005 upon graduating from St. Francis Xavier University’s Gerald Schwartz School of Business with a Bachelor of Business Administration with a major in Finance. He worked with another major Canadian bank as an Account Manager and Commercial Account Manager in Moncton and Saint John, where he received a Gold Award. In 2014, Mike was recruited by his Uncle, Alan Leard, to join our team. Very personable, client focused, experienced, and well rounded, Mike is a good listener who has become an invaluable contributor to our group and officially became a name partner in 2022. Mike holds the Personal Financial Planner (PFP®) designation conferred by the Canadian Securities Institute and his Life Insurance license. He has completed industry courses too numerous to mention in order to hone his financial skills and knowledge. With almost 20 years of experience in the industry and a long runway ahead of him, Mike has experienced many market cycles, is open minded about change, and is driven to develop new, more efficient methodologies. Mike grew up in Riverview, New Brunswick, where he was a two-time Provincial Hockey Champion, before moving to Nova Scotia to attend university. He has volunteered as Treasurer of the Bedford Business Association since 2016.
Justin Oyler graduated from Acadia University with a Bachelor of Business Administration in Finance, during which time he served at Vice President of the Finance Society. At Acadia he really enjoyed the financial courses, which is no surprise: finance is in his DNA. Justin is a third-generation financial professional who is learning from his father, James, who in turn learned from his father and our founder, John Oyler. After working as a Consultant with a wealth management firm in Dartmouth and a Financial Services Representative at a credit union in Halifax, Justin joined our team in 2022. He assists Jamie and his clients and also serves his own growing roster of clients, helping them to answer the ultimate question: “Will I outlive my money, or will my money outlive me?” Fluent in French and English, Justin loves helping people while also being involved in financial analysis. He has completed the Chartered Investment Manager (CIM®) designation and the Advanced Investment Strategies course with the Canadian Securities Institute. Justin is also licenced to provide life insurance. Outside of work Justin's favourite pastimes are cycling and hitting the beach. He is also an avid traveller who loves getting totally immersed in any country he visits.
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Ken Popowich began his financial services career in the early 90s in retail banking in Vancouver. He joined the wealth management side of the business after moving home to Nova Scotia. Ken holds a Bachelor of Arts in from Saint Mary’s University, and has also completed the Partners, Directors and Officers course. He is currently working to obtain the Chartered Investment Manager (CIM®) designation. Analytical and astute, Ken’s focus within the team is equity research. With in-depth knowledge of market and commodity cyclicals, he is constantly looking for great companies that are most likely to deliver consistent returns to our clients. Ken loves athletic pursuits, whether it’s tennis, ocean kayaking, or skiing. He is an avid cook who enjoys good food. Ken and his spouse Denise are avid travellers.
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Gordon Robertson has been a Wealth Advisor for over 30 years, helping families, charitable organizations and corporate clients to build and protect their wealth. Gordon holds a Bachelor of Arts from McGill University and a Master of Business Administration from Dalhousie University. With warmth, wisdom, sound values and deep personal conviction, Gordon is an invaluable sounding board and advisor. Within the team, Gordon’s focus is on selecting income-generating securities to provide our clients with a steady cash flow in retirement. He also has a vast understanding of the fixed income markets and understanding the risk and opportunities they present. In his downtime, Gordon was formerly a long-serving volunteer supporting community soccer with the Nova Scotia Soccer League. He is an avid cyclist year-round despite our harsh winters and he and his wife, Karen, have become devoted wine connoisseurs. Gordon values opportunities to spend time with his daughter Emma who lives in Toronto and his son Neil who resides in Halifax.
Phillip has been working in the investment industry since 1995. He joined BMO Nesbitt Burns in August of 1999. His commitment to learn and implement new skills to the benefit of clients' continues to be his first priority. In the summer of 2012, he achieved the designation of Associate Portfolio Manager. He focuses on servicing clients needs through a net worth analysis approach to building solutions. Originally from Halifax, he is a graduate of Saint Mary's University.
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