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Geoff Marshall

Vice President, Portfolio Manager

Geoff Marshall
Max Reil
Marietta Pinto
Sarah Galoni

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map

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Piero Mazza - CFP®, CFA, CIM, RPA, TEP 
Senior Wealth Management Consultant

Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.  He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.

 



 

John Paniccia- CPA, CA, CBV 
Business Advisory & Succession Planning

John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

 



 

Chris Markou - LL.B, B.A (Hons)
Senior Manager, Trust and Estates

As Senior Manager, Trusts and Estates in the Wealth Management Group,  Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.

Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario.
He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Chris has been actively involved in the community as a member of numerous boardsand committees, and has chaired and presented at several programs for the Ontario Bar Association.