About Us

Dorota is committed to developing and cultivating relationships built on trust. The success that she has enjoyed throughout her career is directly attributed to her overarching philosophy of always "putting the client first" and listening to understand their specific needs, a principle that she is deeply committed to.

Dorota Heath has over 12 years of experience in the financial services industry and is a dedicated financial advisor providing clients with a full suite of banking solutions, ranging from day to day banking services to comprehensive wealth management strategies. Through Dorota and the integrated approach of BMO Private Banking specialists and professionals, clients can explore and receive ongoing counsel pertaining to all aspects of their financial wellbeing, specifically related to Banking, Investment Management, Wealth Planning and Trust & Estate Services.

Dorota has been with BMO Financial Group since 2013. During her tenure, she has taken on Leadership roles in Personal and Commercial Banking as a Branch Manager and a Commercial Relationship Manager in the Downtown Toronto Core. Her success in the Leadership and Relationship Management roles was driven by her passion for her clients, and genuine interest and desire to help them achieve their personal, business and financial goals.

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Danielle is a national leader in philanthropic advisory services, providing strategic guidance to affluent individuals, families, and business owners on charitable giving, Donor-Advised Funds, and private foundations. Drawing on more than 25 years of experience across Canada’s charitable sector, Danielle helps clients design and implement impactful philanthropic strategies that align with their values, financial objectives, and legacy aspirations. Recognized for deep expertise in philanthropy, charitable governance, and strategic granting, Danielle partners with clients to navigate complex giving decisions and maximize the effectiveness of their charitable investments.

Michael has over 15 years’ experience helping High Net Worth families across Canada plan for their futures, by understanding what is important to them and creating comprehensive Wealth Plans to guide them, with a focus on risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs. Previously, Michael worked in a boutique insurance advisory practice focused on estate planning and life insurance solutions for High Net Worth professionals.
Michael graduated from The University of Toronto with an Honours Bachelor of Science degree. He has a Graduate Certificate in Professional Financial Services and holds a CERTIFIED FINANCIAL PLANNER® designation, a Certified Health Insurance Specialist (CHS) designation, and is a member of the Society of Trust and Estate Practitioners (STEP).

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.