Tim tailors discretionary investment portfolios and complex wealth management solutions for affluent and ultra-affluent clients throughout Southwestern Ontario. He is known for his focus on families, client relationships that span generations and rigorous institutional approach. Tim’s core practice advises entrepreneurs, physicians, farmers and organizations.

Tim earned a Bachelor of Management and Organization Studies in Finance and Administration from the University of Western Ontario, where he played varsity football and rugby. His investment career began with RBC Dominion Securities as a summer intern. Upon graduating, Tim became an Account Manager with RBC Financial Group, handling GICs, mutual funds, mortgages, lines of credit and bank accounts. Tim transitioned to RBC PH&N in 2013 as a Portfolio Associate serving institutional and private clients, foundations, endowments and First Nations.

In 2014, Tim joined BMO Private Wealth. He has earned the Chartered Financial Analyst (CFA®) and Chartered Investment Manager (CIM®) designations. In 2021, Tim created a scholarship in memory of a former teammate. The Mike Talbot Memorial Rugby Award is granted to the Western Mustangs men’s rugby player who demonstrates the best leadership and work ethic. Tim remains involved with Western athletic alumni groups and supports both the football and rugby teams.

Tim serves on the London Club Board of Directors and Finance committee. He and his wife Meghan and kids Sonny and Carmela belong to the London Hunt and Country Club, where Tim plays golf and Meghan plays tennis. The family spends weekends boating at the cottage or skiing and loves a Florida getaway in the winter.

Kerri has more than 31 years of experience in the industry and has supported our team since 2017 after graduating from Western University with a Bachelor of Arts in Sociology. She is our clients’ go-to for trading execution and any administrative needs. With small town roots growing up on a farm in Port Lambton, Kerri treats everyone like family. Sincere, outgoing and friendly, she loves hearing people’s stories and understanding their financial needs. Plus, her personal banking background ties the investment and banking worlds together for our clients.
 
Kerri communicates with clients about their accounts and provides them with a superior level of service. She books and prepares for client meetings, follows up on transactions, schedules meetings, keeps Tim organized, completes account opening documentation, oversees our compliance, and much more. Kerri has been an Assistant Manager of a retail store, taught English as a second language in Vietnam, and was a Bank Teller at National Trust and a Financial Services Manager, Financial Services Co-Ordinator and Commercial and Retail Accounts Customer Services Representative at BMO. She has completed the Institute for Canadian Bankers’ Investment Funds in Canada course and is an accredited lender qualified to operate within BMO.

To promote local theatre and enhance the patron experience, Kerri liaises between BMO and the Grand Theatre. She and her husband have two very active kids – she can often be found at a sports field or the Sportsplex cheering them on in soccer, dance, rugby and hockey. Kerri enjoys walking and training her two Border Collies (also very active!), cycling, swimming, travelling to explore Canada and other countries, cruising, and taking in a good movie. In her student years, Kerri competed for the Ontario Weightlifting Team and achieved a high level as a Junior Canadian Weightlifter in her weight class in 1991. Her father raises beef cattle and Texas Longhorns and she enjoys helping him out on the farm.