Our Team

With 20 years of experience in both equity and fixed income wealth management, I am committed to leveraging his experience and the expertise of my team in delivering an exceptional wealth management experience to my clients. I work exclusively with ultra-high net worth and high net worth individuals and families, coordinating all aspects of their wealth management needs, with a focus on managing individual, trusts, foundations and corporate investment portfolios.

Prior to taking on the Investment Counseling role, I spent two and a half years as the Regional Director, Investments for the GTA with BMO Private Investment Counsel. Previous to that, I spent over 5 years with the BMO Nesbitt Burns’ Portfolio Services Group as Vice-President & Managing Director, Fixed Income Portfolio Manager where I was directly responsible for managing fixed income portfolios for Institutions, Endowments, Foundations, Trust and Ultra High Net Worth Individuals.

I have extensive experience in asset allocation and portfolio management. This includes many years providing oversight and due diligence of investments for BMO Nesbitt Burns Managed Asset Programs, separately managed accounts, mutual fund wrap programs and the BMO Nesbitt Burns mutual fund family.  I am currently a member of the Toronto CFA Society and the CFA Institute.  My educational background includes a CFA charterholder and has an Honours Bachelor of Administration degree from University of Toronto. 

 

Anastasiia obtained a bachelor’s degree in finance from the National University of Kyiv, Mohyla Academy and completed an Accounting and Finance exchange program at the University of Toronto Rotman School of Management. She is joining us from her most recent role as a Junior Underwriter at BluRock Capital Corporation. In her spare time, Anastasiia enjoys keeping active, practicing yoga, tennis, and jogging. She finds inspiration in traveling and exploring new cultures and cuisines.