KYLE GRENIER - Key Persons
Job Titles:
- Investment Advisor
- Chief Investment Strategist of the Grenier Haggard Wealth Management Team
Investment Advisor | Portfolio Manager | Financial Planner
Bruce has been serving clients in the financial services industry for more than 30 years, the last 20 of which have been at BMO Nesbitt Burns. Prior to that, he held many positions with a major Canadian Bank. Bruce is a graduate of the University of Saskatchewan with B.Comm. and B.Sc. degrees. He is a CERTIFIED FINANCIAL PLANNER® professional and a holder of the Chartered Financial Analyst designation.
As the chief investment strategist of the Grenier Haggard Wealth Management Team, Bruce will build a picture of you as an investor based on a thorough assessment of your investment objectives, risk tolerance, and income requirements for your long and short-term goals. Drawing from BMO Nesbitt Burns' wide range of wealth advisory services and solutions, he will provide you with a customized investment plan that not only meets your current needs but also puts you on track to enjoy a financially secure future.
Bruce and his wife Tracy have two children whose activities consume most of their time out of work. Bruce is a former president of his community association and a former chair of the northern board of directors for Junior Achievement of Saskatchewan. He is currently a member of the Saskatoon Community Band and the Bridge City Brass Band.
Cassidy joined Grenier Haggard Wealth Management in May of 2022. Cassidy recently graduated from the Edwards School of Business with a Bachelor of Commerce Degree. Prior to completion of her degree Cassidy spent 3 years as a summer intern with Bank of Montreal in multiple different positions and has worked part-time as a Personal Banking Associate during the school year. Cassidy is excited to bring knowledge from her education and experience at BMO to the team.
Outside of the office Cassidy enjoys spending time fixing one of her many antique vehicles with her dad. Combined they own about 7 vehicles, and most are at least 25 years old. Cassidy is also a member of multiple recreational volleyball and soccer teams. Cassidy loves to hike and is always on the hunt for new trails to walk around Saskatoon with her rescue dog.
Christina joined Saskatoon's Nesbitt Burns branch in 2017 as an Administrative Assistant for the Operations Team. In 2019 she transitioned to the role of Sales Assistant for both Kyle Grenier and Bruce Haggard. She is excited to bring over 15 years of customer service experience to the Grenier Haggard Team. Christina's primary role within the team is assisting with client documentation, day to day administration of client accounts, as well as going above and beyond by anticipating the needs of our clients to ensure efficient and seamless processes.
Christina enjoys spending time with friends and family and often finds herself on many road trips with her husband Shawn and their 2 kids to their family cabin. She's an avid volleyball player, playing on both indoor and outdoor teams throughout the year. Through her love of sport, she has taken part in many sports related charities and organizations, and since 2016 has actively participated in Motionball: Marathon of Sport for the Special Olympics Canada Foundation.
Ebube holds a bachelor's degree in Business Economics from the University of Saskatchewan. Since the completion of his degree in 2019, he has been involved in a variety of roles, in both private institutions and non-profit organizations, where he excelled at providing strategic solutions to meet the needs of various stakeholders. Upon completion of the Canadian Securities Course, Ebube transitioned to the financial service industry in 2023. He joined BMO Nesbitt Burns as an Administrative Assistant for the Grenier Haggard Wealth Management team, assisting with the daily administration of client accounts.
Ebube is a fitness enthusiast who maintains an active lifestyle during his leisure time. He also enjoys spending time with friends and family.
Keach joined BMO Nesbitt Burns in 2019 after completing her bachelor's degree in Commerce at the University of Saskatchewan. She is a licensed Registered Representative, and is currently working on obtaining her Personal Financial Planner (PFP) designation. She has completed her CSC, CPH, WME and FPSU courses, earning her a Certificate in Advanced Financial Advice. Keach is mainly responsible for building robust wealth plans to help clients identify and achieve their financial goals. She is also highly experienced in handling a wide range of operating activities, including account maintenance, trade execution, and ensuring compliance to industry regulations and company policies.
Outside of work, Keach loves to cook and spend time with her family and friends. She also enjoys running and living an active lifestyle. Keach and her husband Andrew are excited for the arrival of their first baby in September of 2023.
*Please note that Keach is currently on maternity leave until September 2024.
Job Titles:
- Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
- Insurance Advisor With BMO Estate Insurance Advisory Services
As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.
Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.