Meet Our Investment Advisors

Anca is a Certified Financial Planner (CFP®) who specializes in helping high net worth families, business owners, and professionals reach their financial goals. Prior to coming to Canada in 2013, Anca achieved a bachelor’s degree in Law from the Police Academy in Romania.

After graduating top in her class, Anca worked for Ministry of Internal Affairs helping to mitigate organized crime.

Anca’s life experience, creative approach, and keen attention to detail allows her clients to feel confident that all their

options have been explored.

In her free time, Anca is an avid theatre-goer who enjoys exploring the outdoors and discovering new food

combinations with her husband Laurian and their son Sebastian.

Andrew Haefling started with BMO in 2014 where he was an Investment Specialist with BMO InvestorLine. After that he moved on to be a Financial Planner with BMO Financial Group before joining BMO Nesbitt Burns as an Investment Advisor in 2018. Andrew is a CERTIFIED FINANCIAL PLANNER and graduated from Wilfrid Laurier University majoring in Honours Economics and Financial  Management.

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We take great pride in the meaningful relationships that we have built with our clients and have a passion to see our clients succeed.

A 2005 honors graduate of The University of Waterloo, Candice has developed extensive knowledge and strategies in the investment planning arena. She achieved the designation of Chartered Investment Manager in 2013 and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. In addition she is able to offer options trading to her clients. Candice is dedicated emphatically to her clients and her ability to communicate market knowledge in simple terms to her clients is how she differentiates herself in our business. This comes from having a selective client base, where she can develop strong relationships built on mutual understanding and trust.
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A Financial Advisor for over a decade, David focuses on assisting individuals, business owners and self-employed professionals build wealth and develop sound financial and estate plans,  that meet their personal needs.  An additional focus, is the use of tax efficient investing techniques to reduce the overall income tax burden.

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Dilk Dhanapala is dedicated to providing highly personalized wealth management service to a select group of individuals, families and corporations.

Dilk graduated from Wilfrid Laurier University (Waterloo, Canada) with a Bachelor of Arts degree in Economics, and he is also a CERTIFIED FINANCIAL PLANNER (CFP)® professional.  He has been providing financial, investment, insurance, trust and estate planning advice to families, professionals and business owners since 1995.

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For the past 20 years Eric has provided Investment, Retirement and Estate Planning advice to a select group of clients in Southwestern Ontario. He works with clients and their lawyers and accountants to ensure their Retirement Plans are in order, as well as their Estate Plans for wealth transfer.

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Helen Fraser has been with BMO Nesbitt Burns since 1996. As an Associate Investment Advisor, Helen provides investment advice and helps clients purchase or sell different investments. Her talents with technology and research help her track down the right information on investments and other financial topics. Helen also compiles financial information that can be found on this website and in our frequent client communications.

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Jake Bayley was born and raised in Cambridge, Ontario and has been in the financial services industry for over 10 years.  Jake has his BA – Economics from Colby College, his MBA from Wilfred Laurier and is a CFA charter holder.  Jake’s interests include; outdoor enthusiast, cycling, golfing, spending time with his wife Lindsay and their two children, Whitaker “The Carolina Reaper” Bayley – 2 and Scottie Bayley – 4.

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James’s career as an investment professional has spanned over 30 years. He is a Vice-President, Wealth Advisor servicing clients out of the Waterloo office of BMO Nesbitt Burns. He holds the designation of Personal Financial Planner (PFP) and is a graduate of Bishop’s University. He continues to take a keen interest in professional development by attending national conferences and seminars.
To help accumulate, manage and preserve personal wealth, James provides a full range of wealth management services. Be it investment strategies, financial planning, banking services, philanthropy or legacy planning.  With our in-house specialists and access to the expert resources within BMO Wealth Management, he has the services and resources you need to reach your financial goals. He offers timely, relevant, high quality investment advice.

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Jason joined Nesbitt Burns in 2016 after spending several years in Wealth Management at another major Canadian financial institution. He works closely with clients to develop a customized investment strategy for their needs, using a variety of investment, retirement, financial, estate and tax planning strategies in the process.

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Jeanette Beaver leads the Beaver-Zymerman Wealth Advisory Group, which helps families and businesses in Elora, Fergus, Guelph, Grand River and other communities to plan for financial success based on their vision. Jeanette brings more than 30 years of experience, the Certified Financial Planner (CFP®) designation, and a passion for thoughtful financial planning.

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Jeff has been an investment advisor with BMO Nesbitt Burns since 1992. He prides himself on being able to offer full service solutions to his clients, which can be attributed to his strong partnership with all lines of business within BMO. These partnerships include: Personal/Retail, Commercial, and Private Banking and BMO Insurance.  Jeff is a graduate of Western University in London and Wilfred Laurier University in Waterloo. He has earned designations as a Certified Investment Manager, Personal Financial Planner, Insurance Advisor and most recently the designation of Vice President at BMO Wealth Management.

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Jeremy Zymerman offers top-tier investment and wealth management services with experience, knowledge and care and builds a comfortable, personalized relationship with our clients. Jeremy has over 20 years of experience in the financial services industry and has completed the Canadian Securities Course (CSC) with the Canadian Securities Institute. He is currently working towards the Certified Financial Planner (CFP®) designation.

Jesse joined Norton-Widmeyer Advisory from BMO Bank of Montreal in June 2012; he had previously been working as a Financial Services Manager.

Jesse graduated from University of Guelph with a Bachelor of Commerce degree. Jesse works on the team as an Associate Investment Advisor and helps facilitate many aspects of the team. He is able to offer Canadian and US Option trading to clients.

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Jessica Durka was born and raised in Simcoe Ontario, bringing over 15 years of experience working with clients in Wealth Management and Estate Planning.  Jessica Graduated from Sir Sandford Fleming College in Business- Financial Planning and is licenced as a Life Insurance Advisor with BMO Estate Insurance Advisory Services. Working with Clients allows Jessica to create efficient Wealth Plans and assist clients in making informed decisions for retirement and transitioning their wealth.

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Joel has been servicing clients in the investment industry since 2001, the last 13 years of which have been at BMO Nesbitt Burns in Waterloo.

Joel graduated from the University of Waterloo with a B.A. in Economics. Joel has had many industry accreditations, including the Professional Financial Planning Course. He is able to offer options trading to clients and Joel is also an Insurance Advisor for BMO Nesbitt Burns Financial Services Inc.

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Andrew Haefling started with BMO in 2014 where he was an Investment Specialist with BMO InvestorLine. After that he moved on to be a Financial Planner with BMO Financial Group before joining BMO Nesbitt Burns as an Investment Advisor in 2018. Andrew is a CERTIFIED FINANCIAL PLANNER and graduated from Wilfrid Laurier University majoring in Honours Economics and Financial  Management.

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Prior to joining the Guelph office Kyle was part of a team at BMO Nesbitt Burns in Alberta managing a portfolio worth roughly $150 million. This experience allowed him to learn what products and services are best suited for various types of investors and situations. It also allowed him to make important, lasting contacts with employees and executives in the booming oil and gas sector.
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Leif Erickson has had the privilege of working side by side with business owners for the better part of a decade. Before joining Nesbitt Burns, Leif worked in commercial banking, and most recently, with the Global Asset Management team where he helped build billion-dollar funds. Leif’s time working with the commercial bank, helping entrepreneurs turn their dreams into financial realities, coupled with his intricate understanding of wealth management and its products, has positioned Leif’s skillset to offer affluent individuals and their families customized wealth management and tax planning services. 

Clients appreciate Leif’s ability to offer dynamic wealth solutions, but also the personal and commercial lending needs for individuals and their families. His deep understanding of the financial markets, along with his passion for making a difference in his client's lives has fostered trusting relationships. 
Born in Victoria, British Columbia, Leif spent his early years on the west coast of Canada before graduating Wilfrid Laurier University, in Waterloo, Ontario. After university, Leif would spend most summers between Victoria and Vancouver, but even with the ocean and mountain range of beautiful British Columbia, Leif knew that his home and his community were in Kitchener-Waterloo.  

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Mark has worked in the investment industry for 30 years. Prior to joining BMO Nesbitt Burns in 2008,  Mark specialized in financial planning with BMO Bank of Montreal.He prides himself on building long lasting relationships with his clients and their families. He brings a depth and breadth of knowledge surrounding the ever changing market atmosphere and provides specialized solutions for clients with complex wealth management needs.

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For over 20 years I have had the pleasure of working with clients not only on managing their investment portfolios but in helping to guide them through their each unique life changes.  Prior to joining BMO Nesbitt Burns in 2002, I specialized as a financial planner with BMO Bank of Montreal. 

My goal as your Wealth Advisor is to help you make the best choices for you and your family. My disciplined and personalized approach to managing your financial affairs makes me uniquely qualified and differentiates myself from my competitors. Working with me you will find that I identify obstacles and opportunities and provide you with tools that youeed to make informed financial decisions.

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Nadine Meek, Wealth Advisor, BMO Nesbitt Burns is the principal of Meek Wealth Advisory. 

Each day Nadine is rewarded with the opportunity and privilege of helping families. She genuinely appreciates the responsibility she has to her clients and greets her role as Wealth Advisor with honesty and integrity. Nadine believes that what matters most in life are family, health and happiness. She strives to combine her core beliefs with her investment management and financial planning expertise to assist families in enjoying what matters most to them.

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Pamela Turnbull has been with BMO Nesbitt Burns for 27 years. She is a Portfolio Manager, Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional, and her expertise lies in developing financial solutions and strategies for complex situations. One of Pam's specialties is helping single, divorced and widowed women simplify their financial lives. Pam graduated from the University of New Brunswick with a Bachelor of Science in Forestry.

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Rick Brenneman started his career in financial services in 1999 with Manulife Financial working with Manulife Securities International. In 2003, Rick joined CIBC Wood Gundy as a Financial Associate and then as an Associate Investment Advisor. After 15 years with CIBC Wood Gundy, Rick has joined BMO Nesbit Burns as an Investment Advisor.  Rick takes pride in working with clients and assisting them in achieving  their financial goals and dreams. He enjoys working closely with clients and getting to know them. He takes pride in doing what is right for his clients, with the utmost honesty and integrity. Rick is fully Life Insurance & Securities Licensed, and holds a Professional Financial Planner designation.

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Russ grew up in Kitchener and attended Conestoga College where he graduated with honours from the Financial Planning Program. He gives-back to the college as an active member of their Program Advisor Committee. 
He holds many important industry designations including CFP (Certified Financial Planer), CIM (Chartered Investment Manager) FMA (Financial Managment Advisor) CPCA (Certified Professional Consultant on Aging). 
Russ lives in Breslau with his wife, Sarah and two children, Bryce and Blake. When not working, he is busy with many family activities and enjoys time at the cottage.
 
Russ has been helping clients achieve thier financial goals and working with families managing Wealth Strategies for more than 15 years. 

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I joined BMO Nesbitt Burns in 2021 as an Associate Investment Advisor.  I have an extensive background in both financial advice and financial planning. I graduated from the University of Western Ontario and I am currently working on completing the CFP (Certified Financial Planner). I previously worked at BMO and Scotiabank, bringing over 7 years of banking experience with me. I prioritize getting to know and understand my clients to ensure that I can give a holistic, all encompassing, approach to wealth management!

I am working with the team to both provide support and to help you with your investment needs - I will help you define your goals and put an action plan in place to ensure that you meet your objectives!
 
I am an avid reader, I am inquisitive, and I have a need to understand how things work and why things are the way they are. I am driven and achievement oriented; my plan is to both build your plan and implement it!

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My passion within my career is to demystify many of the complex financial anxieties that the majority of Canadians face.  From the most simplistic budgeting and savings strategies to intricate wealth planning techniques; I am proud to be a breadth of knowledge and hopefully a refreshing voice on how to manage your money, your investments and retirement planning.

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Scott Ellis was born and raised in Kitchener, Ontario. He attended the University of Guelph, where he graduated with a Bachelor of Commerce, in Management Economics Industry and Finance. Scott joined the BMO Financial Group in 2009 and he brings both focus and enthusiasm to the office every day to ensure that all of our clients' needs are met. Scott has completed the Wealth Management Essential and the Professional Financial Planning course through the Canadian Securities Institute.

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Sean Trueland has more than 35 years of experience in financial services and is a Senior Vice President and Managing Director of BMO Nesbitt Burns. His belief in continual learning has resulted in many industry courses and designations: Wealth Advisor, Professional Financial Planner and Portfolio Manager, which is awarded to a select few advisors in Canada. Sean’s true talent is finding appropriate financial solutions to fit each client’s circumstances and goals. He is a graduate of Queen’s University with a Bachelor of Science (Honours) Geology.

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Steve is Vice-President and Managing Director at BMO Nesbitt Burns.  He has been an Investment Advisor at BMO Nesbitt Burns since 2000 and is a recipient of the Director’s Award in recognition of his successful practice.  Steve has pursued additional accreditation to further support his clients;  he maintains designations as a Chartered Investment Manager, Financial Management Advisor and Professional Financial Planner.  He is a Portfolio Manager as well as being a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. Steve graduated with Honours from the University of Waterloo in 1994.

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Strachan’s career began at the Bank of Montreal in 1996 directly following her graduation from Queen’s University.  Strachan began with the Bank of Montreal at the main branch in Ottawa, followed by 3 years with BMO Private Bank and then transferred to BMO Nesbitt Burns in 2000 to begin her career as an Investment Advisor. 

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Teri offers clients a wealth of experience and expertise with over 25 years of experience in the financial planning and investment advisory industry. This experience gives her insight and understanding to provide specialized solutions for clients with complex wealth management needs. Teri has several industry accreditations including CERTIFIED FINANCIAL PLANNER® professional, Personal Financial Planner (PFP), and is a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.

If you need personal guidance with your investments, we would be happy to help. Whether you are investing for a business, organization or yourself, we can custom-design a portfolio to meet your specific needs.

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Tom moved to Waterloo in 2010. He comes to us from BMO Nesbitt Burns in Toronto where he was a senior business development manager in our Head Office's Managed Assets Group. Tom brings with him,16 years of experience in developing customized portfolio solutions for investment advisors at BMO Nesbitt Burns.

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For over 20 years I have had the pleasure of working with clients not only on managing their investment portfolios but in helping to guide them through numerous life changes.  My role as a Wealth Advisor has provided me with the knowledge to help clients explore their options beyond simply retirement and consider other avenues that their wealth allows them to afford, such as helping children, philanthropic initiatives and exploring individual passions.  It has been a pleasure to develop genuine relationships with my clients that extends beyond a simple rate of return.

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Werner Hohn was born and raised in Kitchener, Ontario and brings 26 years of financial services industry experience to his role.  Werner is a graduate of Wilfrid Laurier University and has completed numerous industry related courses.  Along with being a Personal Financial Planner - PFP®, a CERTIFIED FINANCIAL PLANNER® practitioner, Werner is licensed as a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
 
Werner brings an abundance of experience, knowledge and training to his role as a Wealth Advisor providing a holistic wealth management focus to his client relationships.  He chose to work for BMO Nesbitt Burns because of the firm’s long history, excellent reputation and extensive resources for advisors and clients.

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