BMO Nesbitt Burns
2 St. Clair Ave. West
Our Wealth Partners
Working with the Midtown BMO Nesbitt Burns Branch we provide our clients with access to the broadest selection of wealth management solutions and services available today. We partner with a team of experts who are able to provide our clients with a holistic approach to investing.
Estate & Insurance Advisory
|Whether you’re focused on growing your investments from in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, your Investment Advisor will collaborate closely with our Estate and Insurance Advisors to help with all of your estate and insurance needs.
Estate & Insurance Advisor,
BMO Estate Insurance Advisory Services
Tim works closely with by providing them with strategies for creating tax efficiencies within a client’s personal and corporate portfolios. Clients and their respective tax and legal advisors have come to trust and rely upon Tim’s valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community. In particular, he is a dynamic supporter of Heart and Stroke Foundation and the Ontario Australian Football League.
Tim joined BMO Estate Insurance Advisory Services in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. Whether for a business, organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan.
Trust & Estate Services
|Our Trust and Estate Professionals will work with you to put the right plan and structures in place to satisfy your goals now, and to provide continuity should your situation change. BMO Trust Company helps families to preserve and transfer assets to safeguard it for your children, grandchildren, and causes you care about.
David Tremblett, CFP®, TEP
Trust & Estate Planner,
BMO Trust Company
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.
David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.
Wealth Management Consultants
|Our Wealth Management Consultants support Investment Advisor when assisting clients who require a higher level of expertise due to their level of wealth and the complexities involved.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.
Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning at BMO Wealth Management
Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy.
Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by
providing exemplary client service and deep subject matter expertise.
Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal, as part of the Enterprise Wealth
Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.