JAN CANNING - Key Persons
Job Titles:
- Senior Investment Associate & Associate Portfolio Manager
Adam joined BMO Nesbitt Burns in 2011. He grew up in North Vancouver and obtained his Bachelor of Business Administration degree from Capilano University.
He is a Senior Investment Associate who holds the Chartered Investment Manager (CIM®) designation.
Currently he is responsible for the financial planning, investment and wealth management needs of our clientele.
In his spare time Adam enjoys exploring the surrounding mountains, sport fishing and spending time at his cabin on the Sunshine Coast.
Job Titles:
- Senior Associate
- Registered Representative
Cindy, a Registered Representative with many years of experience in the financial services industry, joined BMO Nesbitt Burns in April 2012. She has a broad knowledge of the industry and provides our clients with all of their day-to-day service and administrative needs.
Cindy graduated from Simon Fraser University with a Bachelor of Science, majoring in Mathematics & Computing Science. She is currently working towards her associate designation.
In her spare time, she enjoys practicing yoga and spending time with her family.
Job Titles:
- Additional Wealth Partner
- Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
Jane joined BMO Nesbitt Burns in January 2023, with two years of experience working in the financial services industry.
Jane graduated from Queen's University with an Honours Bachelor of Arts, majoring in Political Science and Economics. She is currently working towards completing all of her industry courses.
Currently, Jane is responsible for the day to day service of our clients and their administrative needs.
In her spare time, Jane enjoys spending time with her family and friends, exploring beautiful BC, and reading a good book.
Job Titles:
- Additional Wealth Partner
- Consultant at BMO Private Wealth
- Trust & Estate Consultant, BMO Private Wealth
As a Trust & Estate Consultant at BMO Private Wealth, Michael brings professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. He builds a lasting relationship with each client by getting to know what matters most to them - their short- and long-term priorities on family, work, lifestyle and money.
Job Titles:
- Additional Wealth Partner
- Director, Estate Planning, BMO Private Wealth
Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.
Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.