Alex Kastanis, PFP
Senior Wealth Advisor & Financial Planner
Alex draws on a combined 30 years of experience in the areas of Banking and Investment Management, and has surrounded himself with a team of experienced and capable partners to guide you around the areas of your financial life. Alex employs a comprehensive planning process to assess your wealth management needs, and recommends a holistic and customized plan to ensure continuity of your family’s financial wealth through generations.
Magda Hryniewicka, B.Comm.
Senior Administration Associate
Magda has over 15 years of financial service experience. In her role, she oversees all aspects of client service, and assists in the financial planning needs of our institutional and private clients. She has graduated from the University of Toronto with a Commerce degree in Finance and Economics.
David Tremblett, CFP, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Estate & Insurance Advisor
Tim joined BMO Nesbitt Burns 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. 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.
Director, Wealth Planning, BMO Private Wealth
Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.
He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures. Mario has spent the last few years preparing comprehensive financial plans for both ultra and high-net worth families across Canada at a major financial institution.
He holds the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations.