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. My wife Tina and I have four lovely children. Together we enjoy skiing, cycling, golf, and making pancakes.
Maddie has worked in the financial services industry for over 26 years and oversees our team’s daily operations. She has successfully completed the Canadian Securities Course, Investment Management Techniques, and Options Licensing Course with the Canadian Securities Institute.
Maddie is responsible for ensuring an efficient and expedient client on-boarding experience, as well as addressing client requests and building relationships. She replies to unsolicited requests for orders on shares, mutual funds, options and fixed-income securities, and also maintains and administers all client cash flow and investment income strategies.
She has been working directly with Steinmetz Wealth since April 2018 and brings a keen attention to detail. Simply put, Maddie is one of the most experienced and sought-after financial assistants in the city. "Nine to five is not part of our vocabulary," says Maddie, "we see tasks through until they are completed."
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.
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 American securities in balanced and dividend mandates. George is a CFA Charterholder and a graduate of York University.
Danny Guarnieri, CPA, CA
Director, Wealth Planning
Danny joined BMO in 2017. In 2006, Danny began his career at Deloitte, an international public accounting firm, where he gained valuable experience in auditing large private and public corporations. After completing his Masters in Taxation in 2013, he joined Deloitte’s tax practice where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined Richter LLP’s tax practice where he further specialized on tax planning and reorganizations for private corporations and business owners.
Danny provides customized wealth advisory services to BMO’s high net worth clients. Danny obtains an understanding of each client’s needs, goals and financial situation in order to develop a comprehensive plan that simplifies the complex subject matters such as: financial, tax, estate, and business succession planning. Furthermore, Danny leverages his extensive experience in private practice in order to provide high quality plans and sensitize clients on risks and opportunities inherent to such plans.
Karine Gaouette Précourt, LL.B, MBA, F.Pl., FEA
Director, BMO Family Office
Karine Gaouette Précourt is a Director within BMO Family Office. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra High Net Worth individuals, businesses, and family offices to support their financial planning, tax & estate, investment, legacy, philanthropic, and risk & capital needs.
Karine is responsible for coordinating the delivery of an integrated offering for BMO’s Ultra High Net Worth clients and their families.
Prior to this, Karine was a Director in Tax and Wealth Planning for BMO Private Wealth, where she advised clients across both personal and corporate planning. Karine has more than 15 years of experience in law, taxation and wealth planning. Prior to BMO, she held various positions of increasing responsibility in tax and estate planning. Having worked for both legal, accounting, and investment firms, she is experienced in advising on complex tax issues for business owners, wealthy families, and their external advisors.
Karine has published numerous thought leadership and media articles on taxation. She sits on the committees of the APFF, an organization dedicated to the advancement and dissemination of knowledge and the improvement of its members’ taxation skills. Karine is involved with several charitable institutions including the Fondation HEC Montréal. Karine has a Law degree from the University of Montreal, a Masters in Taxation, an MBA, Financial Planning designations, and has completed the Family Enterprise Advisor (FEA) program. She is a member of the Quebec Bar. Her office is in Montreal.
Arthur Diochon, CFA
Head, Alternatives Research, Canada BMO Family Office
Arthur is Head, Alternatives Research, Canada, within BMO Family Office. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra High Net Worth individuals, businesses, and family offices to support their financial planning, tax & estate, investment, legacy, philanthropic, and risk & capital needs.
Arthur has over a decade of experience in the investment industry across all asset classes. As BMO’s Head of Alternative research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients, maintenance of the recommended list and product shelf.
Prior to BMO, Arthur spent over 7 years of his career in a client facing & portfolio management role at another major financial institution. As a result, Arthur has a unique understanding of how alternatives are designed to fit within a broader portfolio to minimize risk and maximize return.
Arthur is a Charter Financial Analyst, Chartered Alternative Investment Analyst and Personal Financial Planner. Arthur’s commitment to a variety of education emphasizes his commitment to thinking broadly while specializing in the unique alternative asset class.
Jean Richard, TEP
Sr Manager HNW Consulting, Enterprise Wealth Planning
Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wales (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.
In his capacity, he provides support and advice to our Canadian and US clients on complex issues of taxation, estate and financial planning and business succession.
Senior Vice President, Financial Security Advisor
Jean-François provides insurance solutions for Canadian investors to enhance their wealth. He has been with BMO since 2014 and has worked with National Accounts for over 15 years, contributing in helping high-net-worth and ultra-high-net-worth individuals and families maximize their estate, realize substantial tax savings and ensure continuation plans for their business.
Jean-François has a thorough academic background and has accumulated over 20 years’ experience in the financial services industry.
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.