Jeff joined BMO Private Investment Counsel Inc. in July 2010 and is currently responsible for designing customized discretionary investment portfolios for institutional and high net worth clients in the Mississauga, Oakville & Burlington region. 

Prior to joining BMO Private Banking, Jeff was employed with two other investment counselling firms where he gained broad experience in managing institutional pension funds, pooled funds and private client portfolios. Jeff specialized in the management of Canadian equities for his previous firms.
Jeff started his investment career as a research analyst working for two bank owned brokerage firms where he specialized in quantitative analysis and the Canadian retailing & merchandising industry.

He is a member of the CFA Institute and the Toronto CFA Society.

Jeff is also a cycling enthusiast, most early mornings he'll be cycling in Oakville, Milton, Burlington, & Mississauga with his like minded friends.

With BMO Financial Group since: 2010
In the Investment Management industry since: 1993

Keri is a dedicated banking professional with over 10 years of experience in various roles within the industry. A graduate of the University of Toronto, Keri has built a strong foundation in finance and banking. Outside of work, Keri enjoys snowboarding and playing the ukulele, embracing both adventure and creativity in her leisure time.