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.

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.

As a key member of our Client Experience team, Kerri Ryan-Archibald plays an integral role in delivering our Investment Management Advisory service. She provides essential administrative and operational support for wealth services, ensuring the seamless delivery of financial and investment planning advice.

 

Originally from the village of Port Lambton, Kerri brings small-town roots and a personal touch to our financially sophisticated platform. Her warm and approachable style complements her deep expertise, creating a client experience that is both professional and personable.

 

After graduating from Western University with a Bachelor of Arts in Sociology, Kerri joined BMO Financial Group, where she has built a distinguished career spanning over three decades. She has held a variety of roles including Customer Service Representative, Assistant Manager, Financial Services Manager, Lending Officer, and now Portfolio Associate—giving her comprehensive insight into financial services and BMO’s operational models.

 

Beyond her professional contributions, Kerri serves as a liaison between BMO and the Grand Theatre, supporting local arts and enhancing the patron experience. Outside of work, she enjoys spending time with her kids, caring for her two dogs, and traveling. She also lends a hand on her father’s beef cattle farm in Brigden, Ontario—keeping her grounded and connected to her rural roots.

 

Kerri’s hands-on approach and dedication make her a cornerstone of our client experience, ensuring that every client’s needs are met with care, precision, and a warm small-town touch.