Brad Charlton

Senior Portfolio Manager

Growing up on a farm outside London Ontario, I learned from a young age responsibility and the value of hard work. After a busy childhood, I moved to Kingston and earned my Bachelor of Arts degree from Queen’s University and later an MBA from the Schulich School of Business at York University. My wife, Carrie and two sons, Sam and Spencer, spend much of our winters skiing and snowmobiling just outside Creemore, Ontario. I enjoy coaching my sons hockey and still get out to play regularly myself.

I started as an investment advisor in 1992, joining BMO Nesbitt Burns in 1995. My expertise is in portfolio strategy for clients as well as the strategic direction of the Charlton Group.

Holly Traikos

Investment Representative

Our Partners

Rhonda Blanch

Rhonda Blanch

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.

Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.

Victor Luong

Victor Luong

Relationship Manager, BMO Private Banking

At BMO we believe owning a business is an act of courage and it doesn’t need to be a lonely affair. The choice of bank is one of the most consequential a business owner can make. I bring to the table a team of business banking professionals comprising of lending specialists, treasury & payments services and day to day account management to meet the needs of all types of business owners with a focus to build and maintain strong partnerships with clients in good and bad times.

I was born and raised in the Toronto area, graduating Summa Cum Laude from York University with a Bachelor of Arts, specializing in Economics. I began my career in banking and joined BMO Business Banking in 2017 as a Relationship Manager focusing on the small to medium size business segment.
 

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James Kraft, CPA, CA, M.Tax

Estate and Insurance Advisor

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.