Christine Fortin, B.Comm., PFP, FMA, FCSI
Financial Planner, Senior Wealth Advisor & Investment Advisor
Christine Fortin is a financial disruptor who is advancing thought leadership at BMO Private Wealth and transforming norms in the private wealth industry. One of a select few advisors appointed to the BMO Private Wealth Investment Advisor Advisory Council, she provides direct input to the firm that shapes their internal and industry initiatives and direction.
Investment Advisor & Financial Planner
John has been in the financial services industry for over 20 years and recently joined BMO Nesbitt Burns after spending the last 12 years working as a financial advisor with a physician focused investment firm. He uses a detailed and disciplined approach to financial planning to develop a comprehensive wealth management solution specializing in investment planning, retirement planning, estate planning and tax minimization strategies. He brings extensive knowledge in dealing with professionals and the incorporation opportunities offered through income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.
John holds both the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations as well as a BA in Economics from Simon Fraser University. John stays current in all aspects of financial planning and regularly enrolls in a variety of courses and seminars to enhance his level of expertise and ongoing ability to meet his clients' needs.
Theo Bousalis, CIM, BBA (Hons)
At Bousalis Wealth Advisory we are committed to understanding our clients, their individual situations and their vision for the future. We provide value by using customized solutions and plans that guide our clients towards wise and well informed decisions about their future. Our offices are located at BMO Brentwood Town Centre in Burnaby, BC with a satellite office in downtown Vancouver.
I have been working for BMO Financial Group since 2003. I take great pride in my ability to explain complex financial matters in simple terms. My process always begins with an in-depth conversation with you so that your specific financial goals and challenges can be identified. Then, through a collaborative analysis with my team of professionals, we will analyse your circumstances and provide you with solutions that will build and protect your wealth, guard your lifestyle and simplify your life.
With over a decade of experience I take a simplified approach. My approach is personalized, built around your goals. I believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. I listen to what’s important to you and try to understand your priorities. I grew up in North Delta and now live in White Rock with my wife Laura Beth and daughter Arizona. When I am not hard at work you can find me spending time with my family, volunteering in the community or on the golf course.
My team manages the wealth of families, business owners, executives and professionals. I address all issues pertaining to business succession, estate planning and insurance needs. As a Portfolio Manager, I manage money by employing a proven model that aims to consistently generate positive returns with low volatility. Each financial plan includes a Financial Vision Document, Key Recommendations, and a Personalised Roadmap. Consistency and competency inspire confidence and loyalty in my clients.
Matthew Dyck, BA, PFP, CFP
Investment Advisor & Financial Planner
Experienced, Professional Advisor with a demonstrated history working with HNW Individuals and Families throughout various life cycles. Strong professional skills in Negotiation, Business Planning, Coaching, Asset Management, and Securities Analysis. Award winning Financial Planner whose business is built upon the foundational principle of being one of the most honest, ethical and straightforward advisors in the industry. An experienced strategist with knowledge on the development of corporate, agricultural and familial strategies to grow and protect assets. I am a long term partner to my chosen clients, working with them throughout the various stages in life and the inherent complicating factors. I work hard to reduce stress in my clients life to ensure that they are comfortable moving forward and confident in their financial future.
Investment Advisor & Portfolio Manager
As a Portfolio Manager working with an extraordinary firm like industry leader BMO Nesbitt Burns, Ian is backed by outstanding technology, research, and unequaled flexibility allowing us to deliver an exceptional client experience. We strive to ensure that our clients are heard and then customize a solution that satisfies their needs.
Bassim Nahhas, BA, MA
Senior Investment Advisor
Bassim is the head of The Nahhas Paterson Group and has been helping clients navigate the complex landscape of wealth management since first joining BMO Nesbitt Burns in 1994. He brings with him over 25 years of experience in a proven portfolio management and investing process, utilized globally by pension plans and institutions alike.
Tony Vuong, CFP
With over 15 years of experience in the financial service industry, I have sincerely appreciated the importance in fostering strong client relationships amongst those I work closely with. My objective has always been, and will always be, to help clients achieve their personal financial goals and generational wealth by creating customized and integrated solutions to wealth management. I truly recognize the value of upholding a collaborative partnership and providing holistic advice in order to create a plan that works for you and your family.
BIA for the Coquitlam and Port Coquitlam branches with English and Mandarin capabilities. Over 15 years investment and advising experience in the financial industry - Certified Financial Planner and Chartered Investment Manager with both discretionary and non-discretionary portfolio capabilities offering personalized wealth planning and investment advising services for successful and wealthy Canadians.
B.C. Born and raised, Evan has worked for the BMO Financial Group for over 20 years. Evan holds an MBA in Financial Services, a Bachelor’s degree in Business Administration and has also completed his designations as both a Certified Financial Planner (CFP) and a Fellowship in the Institute of Canadian Bankers (FICB).
Throughout his career, the aspect Evan has found most rewarding is working with individuals and their families to help achieve their long term financial goals.B.C. Born and raised, Evan has worked for the BMO Financial Group for over 20 years. Evan holds an MBA in Financial Services, a Bachelor’s degree in Business Administration and has also completed his designations as both a Certified Financial Planner (CFP) and a Fellowship in the Institute of Canadian Bankers (FICB).
Gurpreet Sohi, CFA, CFP
With over fifteen years of experience specializing in providing investment advisory and financial planning services to high net worth physicians and their families, Gurpreet Sohi joined BMO Private Wealth in 2019. Working closely with a network of BMO specialists, he delivers highly customized investment strategies to help physicians, specialists, residents and other healthcare practitioners reach their goals and make wise financial decisions regarding their medical practice at every stage of their careers. Prior to joining BMO Private Wealth, Gurpreet worked with MD Financial, a subsidiary of the Canadian Medical Association.
As a Portfolio Manager, Gurpreet is qualified to perform discretionary wealth management, which frees busy doctors from the pressures of making investment decisions and brings several other advantages. Gurpreet holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner (CFP®) designations and earned his Bachelor of Business Administration in Finance and Financial Management at the British Columbia Institute of Technology, where he later became an instructor on Strategic Change within the school of business.
In 2022, Gurpreet was recognized as one of the Top 40 Investment Advisors under the age of 40 in Canada across all investment firms.
Julie works closely with her clients to construct a portfolio that takes into account the individual's goals, means, objectives and risk tolerance. She stresses a long-term approach to investing and emphasizes investment planning to help her clients determine their investment needs and risk tolerance.
Julie enjoys spending time with husband and two sons. Her many hobbies include hiking, skiing and camping. Julie is a passionate supporter of several charitable organizations.
Sean Charlton, CFP, CIM, FMA
Portfolio Manager & Financial Planner
As a licensed Portfolio Manager and Certified Financial Planner, Sean offers his clients comprehensive wealth management services including financial planning, estate planning and customized stock and bond portfolio management. Sean’s clients benefit from his deep understanding of financial markets gained over twenty years of experience in the financial services industry. Sean is supported by one of our firm’s most knowledgeable and experienced Associate Investment Advisors, Isabel Dusmann.
Linlin Hsia, CFP
With over 20 years of valuable financial services industry experience, I joined BMO Nesbitt Burns in November 2018. At the core of my practice, I place great emphasis on fostering strong relationships and helping my clients achieve their personal financial goals. In addition to my work experience, I also hold the CERTIFIED FINANCIAL PLANNER® Designation.
The quality of your life and your family are important to us. We dedicate our work to helping clients make wise financial decisions that enhance their life, their work, their families and their future.
Connie Davies, PFP, FCSI
Senior Wealth Advisor
Connie is a Senior Wealth Advisor at Davies & Associates, and has responsibility for a large and diverse client base. She is especially passionate about working with her clients (whether individuals or corporations), taking great care to empower them financially and give them peace of mind about their money and their future. She joined BMO Nesbitt Burns in 1997 after a successful career with the Bank of Montreal.