Brendan Ashcroft, FCSI, CFP, FMA
Brendan has been working with hign net worth individuals and business owners since 1999. A true believer in continuing education, Brendan was awarded the Certified Financial Planner designation in 2003, the Financial Management Advisor designation in 2009 and the prestigious Fellowship of the Canadian Securities Institute in 2011. Having spent 5 years as an Institutional Salesman and Trader, Brendan has experienced a side of the business that most Advisor’s haven’t. This is certainly an asset that he brings to the table.
In his spare time he loves to travel, cook, play golf and spend time with Jennifer, daughters Sloane and Mallory and Wilkie the family lab.
Tina has been the Senior Branch Administrator of Midtown branch for five years. With 12 years of securities industry experience, she takes great pride in providing exemplary client service to enhance our client experience. Tina also joined the Ashcroft-Saunders Group as their Sales Assistant in November of 2017.
Outside of the office, Tina enjoys the company of her daughter and her husband. She likes to travel, read books voraciously, and enjoys cooking.
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).
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.