JEFF - Key Persons
Job Titles:
- Client Service Associate
- Investment Representative
Amanda is an Investment Representative and is currently working on obtaining her Certified Financial Planning designation. She is responsible for the administration of accounts and assists the team with managing the day-to-day operations to ensure our clients receive outstanding service. Before joining our team, Amanda completed her Bachelor of Arts degree at Wilfrid Laurier University then moving on to work with TD Bank where she provided comprehensive advice to clients with personal banking and credit analysis. Amanda's financial and customer service experience allows her to provide quality, accurate, and timely support for the Jeff Shatkosky Wealth Advisory Group. In her spare time, Amanda enjoys going for runs and hikes with her husband and two dogs.
Leif has been working with business owners and their families for the better part of a decade. Prior to joining BMO Nesbitt Burns, Leif was apart of our Commercial Banking and Global Asset Management division in both Vancouver & Toronto. His many years of experience has him well equipped to offer affluent individuals and their families customized wealth management & tax planning services. A graduate of Wilfrid Laurier University, Leif actively serves on the board of directors for both the National Service Dogs Charity and Big Brothers Big Sisters of Waterloo region. Leif can often be found around town playing golf or walking his chocolate lab, Cello.
Job Titles:
- Member of BMO
- Senior Wealth Planning Consultant, BMO Private Wealth
Tea is a member of BMO high wealth planning team and works with our in-house Tax and Estate professionals to develop effective wealth management plans.
Prior to joining BMO Private Wealth in 2022, Tea spent close to 15 years in public practice, many of which were in senior tax roles in national accounting firms. As a result of this experience, Tea brings extensive knowledge in personal, corporate and trust areas of taxation. She has also executed innumerable corporate reorganizations, purchase and sale transactions, business exit strategies and compliance filings. Tea's other experience also includes lecturing undergraduate courses at Wilfrid Laurier University and donating her time to various organizations and Boards of Directors, including Lisaard and Innisfree House and Waterloo United Soccer Club.