ROBERT VOGEL - Key Persons
Job Titles:
- CIM
- Portfolio Manager, Senior Wealth Advisor
After building and then selling a successful restaurant business in downtown Toronto, Ian joined BMO Nesbitt Burns in January of 2000. In the following years he has built a highly respected wealth management practice along with his partner Robert Vogel, and they have a great passion for what they do.
Ian earned his BA from the University of Western Ontario, and achieved the Chartered Investment Manager (CIM) and CERTIFIED FINANCIAL PLANNER® designation.
Ian lives in downtown Toronto with his wife Isabelle, three small children. No pets yet, but the pressure is mounting!
Job Titles:
- Senior Client Service Associate
Sam joined our team in February 2017, bringing with her over 15 of experience in the financial industry.
Although Sam did not focus on business in her post-secondary studies, her first job after graduation was with one of Canada's leading multi-family offices which kindled her passion for the investment field. She has since expanded her knowledge in developing, managing, and implementing wealth planning solutions for high net worth families for over 12 years. Sam describes herself as a "client quarterback" and a manager of day-to day operations.
Sam grew up in Scarborough and adores all that summer offers - cottage country, fishing, kayaking and every minute she can spend outdoors and on and under the water as she is an avid scuba diver. She lives in Ajax with her husband and son.