Our Team
Brian Montgomery | Vice President, Associate Portfolio Manager
As your Portfolio Manager, Brian Montgomery will help you to develop the investment plan that best suits your individual needs and objectives. Through careful consideration of all relevant factors and diligent monitoring of your portfolio, Brian ensures that your investments work for you.
Born and raised in Vancouver, B.C. Brian Montgomery has worked in the securities industry for over 25 years. Brian's investment career started on the trade floor of the Vancouver Stock Exchange in 1983 at just eighteen years old, and has included positions on the equity trading desk of a British Columbia investment firm and on the trade floor of the Toronto Stock Exchange. Brian moved to Ontario to attend the University of Western Ontario, where he earned a Bachelor of Arts, and upon graduation entered the private client investment advisory business in 1990 with a predecessor firm to RBC Dominion Securities. In 1996, he was appointed Vice President and in 2003 he was named a member of the firm's exclusive Chairman's Council. He is licensed to trade options and derivatives and has earned his Canadian Investment Manager and Fellow of Canadian Securities Institute designations.
Outside of his business activities, Brian is actively involved in numerous community and youth sporting initiatives.
Jennifer Shone | Investment Advisor
Jennifer's responsibilities lie in the areas of financial planning and tax planning for our clients. She also assists Brian in the areas of portfolio management and construction as well as trade execution.
Jennifer graduated with an Honours Bachelor of Commerce degree with a major in Accounting and a minor in Finance from Lakehead University in 1995. She joined the Montgomery Asset Management team in 1996 from a major Canadian chartered bank. She is licensed to trade options and derivatives and sell insurance, and has earned her Certified Financial Planner, Canadian Investment Manager and Financial Management Advisor designations.
Jennifer was born and raised in Thunder Bay, Ontario. She now makes her home in the Ottawa area along with her husband and three children. Her interests include wine and art.
Kim Rivet | Associate Advisor
Kim provides integral support to our team for the day-to-day management of our clients' affairs, communications, and business development.
Kim has over 20 years of experience in the investment industry. She started with RBC Dominion Securities in 1987 and joined RBC Dominion Securities| Montgomery Asset Management in 2000. She has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and is currently studying for her Financial Planning certificate. Kim's experience gives her a comprehensive understanding of the investment industry.
Born and raised in Campbell's Bay, Kim continues to reside in the area along with her husband and three children. In her spare time she enjoys hosting dinner parties, painting, gardening, travelling, and snowmobiling.
Steve D. Hunter, MBA, CFP | Financial Planner
Planning is critical to helping people meet their financial objectives and Steve works with Montgomery Asset Management to speak with you about your financial objectives and plans to achieve them.
Steve Hunter has been in the investment industry since 2002 and with RBC Dominion Securities since 2006. A graduate of the University of Toronto, B.A.Sc. 1977 and the Schulich School of Business, M.B.A. 1983, Steve pursued a distinguished 25-year career in the technology industry (IBM, Nortel) before joining the investment industry in 2002.
Steve is a Registered Representative and holds a Life Insurance license allowing him to advise on a full range of solutions. He holds the Certified Financial Planner designation and was named to the 2005 President's List of the Financial Planners Standards Council.
His comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. The personalized report he creates should serve as a roadmap to help you make financial decisions in the future.
Joseph Power, LL.B. | Will and Estate Consultant
Joseph provides our clients with valuable and useful information on structuring estates in an efficient and tax-effective manner.
Joseph graduated from Carleton Universityin 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners, Ontarioand a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in a private firm and served as Will & Estate Consultant with Royal Trust Corporation.
Suzanne Simourd CLU, CH.F.C | Estate Planning Specialist
With Suzanne on our team, we are able to evaluate and select the right insurance solutions for your personal and business financial goals.
Suzanne employs a systematic process to understand your goals. She evaluates financial and lifestyle risks, allowing her to recommend creative, tax-exempt insurance strategies that will help protect and achieve your wealth management objectives. For more complicated situations, Suzanne will partner with your other professional advisors in the development of appropriate solutions.
As client situations evolve and change, Suzanne can focus on both personal and corporate insurance solutions to help protect and increase net worth and reduce the impact of taxation. She can also ensure your wealth is transferred to your heirs in accordance with your wishes.
Suzanne began her career in the insurance industry in 1986 and is dedicated to providing ongoing professional service. Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne believes strongly in ongoing personal and professional development.
Colin Noble | Private Banker
Colin allows us to offer flexible credit solutions designed to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members, or consolidate your existing lending. These credit solutions can be made available both personally and to your holding company or trust structure.
Colin joined RBC Financial Group in October of 2002. He is a graduate of Memorial University where he earned a Bachelor of Commerce, specializing in Accounting and International Business.
