Brendan Ashcroft, FCSI, CFP, FMA
Investment Advisor
Tina Cheng
Sales Assistant
Michael Bach, CFP, TEP
Director, Wealth Planning
Michael has over 10 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).
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.