Sharon Bartley Vice President, Senior Investment Advisor Throughout Sharon’s career as a stockbroker, her experience’s in the equity markets has proven to be her #1 educational asset. Sharon’s investment style has strongly been based upon investing in blue chip securities with a long-term time horizon. Sharon recently celebrated 23 years with BMO Nesbitt Burns and we are looking forward to adding a few more years to her tenure. In addition to being Securities licensed, Sharon is also licensed for Options and Insurance.
Kathy Morrison Investment Representative Kathy joined BMO Nesbitt Burns in 1993 and has worked her way up through the ranks, from Receptionist to the Client Services Department. Kathy joined Sharon in 1999 and after successfully completing the Canadian Securities Course (CSC) is now a licensed Investment Representative. Kathy is a tremendous asset to our team with extensive Administrative capabilities.
Greg Tychon Associate Investment Advisor Greg joined the Bartley Group in January 2005. His career in the investment services business began with BMO Nesbitt Burns, followed by time spent with a private financial company before his return. Highly ethical, unbiased advice is the hallmark of what Greg and the team see as the key to strong client relationships. Greg holds a Bachelor of Commerce degree, with a major in finance, from the University of Alberta. He is also currently enrolled in the Chartered Financial Analyst program.
The Team With many years or combined experience, our team thrives on solid client relationships built on trust, knowledge and understanding. In managing over $100 million in assets, we believe in building structured portfolios that provide for income and growth in relation to retirement planning, estate planning, tax planning and overall investment management.
Although we maintain a good portion of investing in the “traditional” sense of transactional business, BMO Nesbitt Burns offers a variety of Managed Asset Programs within Quadrant®, Blueprint® and Advance®.
In order to assist you in seeing the “big picture”, BMO Nesbitt Burns offers our customizable sophisticated planning software program designed to let you project your current assets out to those “golden” years to determine adequate retirement income requirements or any potential shortfall.
BMO Nesbitt Burns also offers a full range of Estate Planning services including estate preservation, charitable giving, family trusts and small business succession planning.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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