Specialties:
Wealth Management - Integrating financial planning with Portfolio Construction through the use of 'wrap' accounts & income accounts. We provide comprehensive investment solutions for high net worth families, and institutions
Ross W. McCrady, Senior Vice President, Senior Investment Advisor
Ross began his career in the investment industry in February of 1969, with Richardson Securities. Circumstances allowed a move to Vancouver in September of 1973, when he moved to Merrill Lynch to join their institutional team. His primary role there was to facilitate money market trading and provide support to the bond and equity traders. In 1975, he moved to Pitfield MacKay Ross to become the Institutional Representative in Edmonton, where, for the next ten years, he was active covering Edmonton, Saskatchewan, and the Northwest Territories’ pensions, government institutions, corporations and foundations for their stock, bond, and money market needs. In 1985, Nesbitt Burns’ predecessor firm, Nesbitt Thomson, provided an offer to handle the Edmonton institutions exclusively. In 1987, a change in business focus saw an emphatic shift to high net worth families and small institutions.
Forty years of investment experience with an institutional focus has allowed Ross to become a leader in the field of managing investment accounts for high net worth families and small institutions.
Away from the office, Ross enjoys spending time outdoors either fly-fishing or hunting. He loves traveling, reading, and locating blues venues off the beaten path. In 2006 and 2005, Ross was the chairman of the Edmonton Trout Unlimited Dinner.
Sean C. Rourke, B.Comm, FMA, FCSI, CFA, Investment Advisor
After his graduation from the University of Alberta, where he majored in Finance, and armed with his Bachelor of Commerce degree, in 1997, Sean began his career with Ross McCrady at Nesbitt Burns. Sean was licensed as an Investment Advisor in 1999, earned his FMA designation in 2002, his FCSI designation in 2006, and became a CFA charter holder in 2007. Sean is in a partnership with Ross McCrady, where they serve both high net worth clients and small institutional clients in Edmonton and Fort McMurray.
Sean's hobbies include golf, snowboarding, working out at the gym, running, reading - specifically true stories or business fiction – and travelling.
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1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2Brendan 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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