Bradley Steinmetz

Senior Portfolio Manager

With over 20 years of experience as an Investment Advisor, accreditation as a Portfolio Manager, eight years of experience in public practice as an Accountant, and a successful track record as a CFO, I have developed deep understanding of personal finance and corporate planning.

Building strong client relationships is the hallmark of my practice. I have candid conversations with my clients to really get to know their families and businesses in depth. This builds the trust that is essential for successful investing. As my clients’ financial concierge, I work closely with their other professional advisors as well as specialists across BMO Private Wealth to manage the complexities of their personal and business finances. I strive to be the most enjoyable part of a client’s day.

Prior to joining BMO Private Wealth, I formerly worked with another leading financial institution and was CFO at a prominent sportswear design company, which I helped to take public. I hold a both a Bachelor of Commerce in Accounting and Finance and a Master of Accounting from McGill University.
 
I take tremendous pride serving on many hospital boards and foundations, notably my six-year term as President of the Jewish Hospital of Hope Eldercare Foundation.

Howard Pun

Administration Associate

Howard began his career in retail banking, where he developed his passion for delivering great client service. He is a licensed Investment Representative who has completed the Canadian Securities, Conduct and Practices Handbook and Derivatives and Options Licensing Course with the Canadian Securities Institute. Howard brings his extensive brokerage industry experience and enthusiastically seeks new challenges.
 
A graduate of Concordia University with a Bachelor of Arts in Communications with a specialty in Film and Video, Howard progressed to McGill University’s graduate program to earn a Professional Practice in Finance diploma. He is currently in the process of studying to become a Chartered Financial Analyst (CFA®) charter holder. Outside of work, Howard enjoys swimming, running and playing basketball.
 

Our Partner

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George Trapkov, CFA

Vice-President and Portfolio Manager, Portfolio Advisory Group

George has over 15 years of experience in the investment industry and is a registered Portfolio Manager. He is responsible for generating actionable Canadian and global stock ideas; working with Advisors to help customize client portfolios and participating in the management of the Guided Portfolios.

He was most recently a Research Analyst with a Canadian small/mid cap broker where he was responsible for coverage of Industrials and special situations.

Prior to that, George was a Portfolio Manager with a mid-size Canadian asset manager where he was responsible for coverage of North Americ​an securities in balanced and dividend mandates. George is a CFA Charterholder and a graduate of York University.

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Zeina Khalife

Director, Wealth Planning and Tax

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

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Jean Richard, TEP

Sr Manager HNW Consulting, Enterprise Wealth Planning

Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

 

Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

 

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.

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Jean-François Hébert

Senior Vice President, Financial Security Advisor

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

 

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.