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Robert Wagner
Investment Advisor

Tel: 416-928-9773

Ornella Grossi
Administrative Assistant

Tel: 416-928-1220


Our Partners

Ron Goldstein, PFP, CFA, MBA
Wealth management Consultant

Over the past fifteen years Ron has been providing financial planning and investment counseling services to Canadians. Prior to joining BMO Nesbitt Burns, Ron worked with another schedule one bank (including a stint in global private banking) and a leading mutual fund company.  Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise.

Marta Lapena, PFP, IFIC
BMO Private Banking

Marta has held various positions in retail and private banking as well as international banking over the past 25 years. Marta is an accredited Personal Financial Planner with deep expertise in all areas of wealth management and lending. She holds a Bachelor’s Degree from York University and is licensed to sell Mutual Funds and has completed her Canadian Securities course.

Estate and Insurance Advisory Group

Rhonda Blanch, B.A., CFP
Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
T: 416-359-7650 | F: 416-359-7240

Lending Specialist

John Barker
BMO Financial Group
Lending Specialist
Office: 416-744-6337
Mobile: 647-228-5330
Fax: 416-927-3774