Terri Szego, MBA, CFA, APM
Former Mining Engineer and Investment Banking Analyst, Toronto, Ontario

Terri was attracted to the Investment Advisor opportunity because she knew from her experience as an analyst that she liked the industry, wanted the chance to build her own business and liked the lifestyle flexibility and rewards offered by the career.

“I like that I have control. I can have a home office and I’m free to go to my kids’ soccer games if I choose. I can decide on the clients I want to work with and I can choose how to run my business which in my case is a broad based holistic approach.

Leo Johnson
Former Banker, Fredericton, N.B.

Before joining our Investment Advisor Training Program, Leo was a career banker with the BMO Bank of Montreal, Royal Bank and Royal Trust. He is a graduate of Trinity Western College.

"The most rewarding part of my career has always been the satisfaction of watching financial plans materialize for my clients, whether they have been establishing a home or successfully transitioning into retirement. The role of Investment Advisor allows me to stay involved with clients all day long, on a one-on-one basis."

Rick Hughes
Formerly the Managing Partner, Hughes LeBel Chartered Accountants, Ottawa, Ontario

Before joining BMO Nesbitt Burns, Rick was a Managing Partner for Hughes LeBel Chartered Accountants. He currently works as an Investment Advisor in Ottawa, Ontario.

"I was attracted to this career because it allowed me to build on the services I had provided to my clients as a CA, with particular emphasis on financial planning, retirement planning and security selection.

"Over 80% of the accounts I have opened originated from my former client base. They knew me and were familiar with the type of services I provided. Perhaps most important, they trust me."

Michael Lem CMA, CFP
Chair, Financial Planners Standards Council, Toronto, Ontario

Michael is Chair, Financial Planners Standards Council. He is a graduate of the University of Toronto.

"I was attracted by BMO Nesbitt Burns' reputation for professionalism. The relationship with the BMO Bank of Montreal has allowed me to better serve my clients through access to other bank services. Usually, I am able to provide my clients with one seamless financial package."

Vartan Baronian
Former Financial Planner, Laval, Quebec

Martan’s experience as a Financial Advisor/Planner with Royal Trust, RBC and BMO Bank of Montreal plus a Masters Degree in Finance and the CFP designation prepared him extremely well for the challenges of the Investment Advisor role.

“My mentor during the 18 month program, Branch manager Jacques Lalonde, was a key to getting established. He was always available and a great source of insight into developing long lasting client relationships, especially in difficult markets.”