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John David Lees


410-1600 Carling Avenue
Ottawa, ON K1Z 1B4



My Background

My career began in 2005 with MD Management. I joined BMO Nesbitt Burns in February 2008 and the Kenny Investment Advisory Team in Sept 2009. I am Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and currently working towards my Certified Investment Manager designation. I believe in building investment portfolios based on a solid Financial Planning Platform. I sit on the Finance Committee for the Royal Ottawa Foundation and founded the Allison Lees Memorial Endowment Fund for Mental Health.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.