Boris Dobrusin, CFA, CFP®

Investment Advisor

I partner with clients to develop and execute custom-tailored wealth management plans. Each resulting portfolio is designed to achieve prospective goals while considering risk tolerance, time horizon, cash flow requirements and other unique constraints. By implementing industry-leading solutions to grow wealth, control risk, optimize taxation, we position your portfolio to excel in perpetually evolving market conditions.


Versatility is prudent in rapidly changing markets, therefore I do not commit to a singular investing style. A combination of fundamental and technical analysis along with a data-driven approach to control emotional biases is at the core of my investing philosophy.

You will receive full transparency regarding performance, fees and holdings. You will connect directly with me during continuous touchpoints to monitor your progress and I am readily available to address questions and concerns in between scheduled reviews. When necessary, I liaise with experts ranging from tax specialists, estate planning consultants and lawyers to ensure your needs are absolutely satisfied. Our partnership could span decades and my services extend to future generations.

Working in banking and finance for over 15 years has provided me with the experience necessary to navigate your financial circumstances with confidence.  My credentials include the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP®) accreditation, insurance license and options trading license, among others.

Partners

Ron Goldstein

Ron Goldstein, PFP, CFA, MBA

Director, Wealth Planning

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 is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Tim Simpson

Timothy Simpson

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.

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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.