As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. 

I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. 

Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions. 

This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.

Jessica started in the financial services industry in 2005, working in various roles, before joining BMO Private Wealth in 2016. Jessica has a passion for providing efficient and timely service, and is happy to help with any of your investment needs. Jessica should be your first point of contact to obtain reports, transfer funds, or book a review with Berk. 

In her spare time, Jessica enjoys spending time with her family, cooking, and completing DIY projects.

Julia holds a Bachelor of Business Administration with a double major in Marketing and International Business and the Canadian Securities Course designation. She first began her career in marketing before transitioning into the financial industry, where she gained experience in operations prior to joining Wealth Management in 2023. Her professional journey has helped her develop strong organizational skills with a client-focused approach.

In her spare time, Julia enjoys traveling, pottery, and floral arranging. She is also actively involved in workplace initiatives, such as being an Employee Giving Ambassador for the United Way and being a board member of The Associates Group.