BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Vice President, Senior Investment Advisor
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Fraser specializes in advising business owners and individuals with managing their personal and corporate wealth enabling client’s to pursue their long-term financial goals.
He is a graduate in business from Wilfrid Laurier University. After Convocation, Fraser took two years and traveled the world as a professional downhill skiing coach. He spent time in New Zealand and Europe coaching skiers from 10 year-old beginners to elite World Cup athletes. After traveling Fraser returned home in 1998 to start not just his wealth management practice, but his family as well. Fraser and his wife Christie have two daughters (Sadie age 10 & Tiggy age 9) as well as a son (Sullivan age 6). Fraser and his family enjoy their winter weekends at the Osler Bluff Ski Club were all 5 family members are active in the racing program as well as the summer months up on Lake Rosseau where water sports and bike riding fills their days. Each summer Fraser takes his bicycle to a new corner of the earth to ride it in support of Camp Oochigeas and the Children’s Cancer Community having fundraised $743,000 over the last 12 years. This summer he plans to ride his bike from Toronto to Montreal in one day.
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Kyle Watters has been with Bank of Montreal’s Private Wealth Management division since 2010 and is part of the Wealth Management team working with High Net Worth and Affluent families to achieve their financial goals. Kyle specializes in creating customized portfolios and holistic wealth planning to meet the unique needs of each client and their families and works with his clients through their wealth journey so they can navigate the challenges of building and preserving capital in today’s increasingly complex market place.
Kyle started his career in Private Wealth Management with BMO Private Investment Counsel in Ottawa and then moved his family to Toronto in 2014 to expand his career in the big city. After many years working in the Private Investment Counsel, Kyle joined BMO Nesbitt Burns and provides a highly personalized wealth offering to his clients.
Kyle graduated with Highest Honours from Carleton University with a Bachelor’s of Commerce Degree with a Specialization in Finance. Kyle is also in pursuit of the tedious Chartered Financial Analyst Designation (CFA) and is a Level III Candidate.
In Kyle’s spare time, you can find him on the water working on his surfing skills or planning his next travel destination around the world.
Elena is a vital and valued member of the team. Her primary objective is to provide excellent customer service to the client and support the team by carrying out administrative responsibilities.
In Elena's free time, she enjoys spending as much time as possible with her recently born granddaughter which stays true to her family focus.
Cherie Ahlberg, CFP®
Senior Private Banker at BMO Private Banking
As a dedicated Financial Planner with over 18 years of experience, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families.
She draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families.
Brett Burke, CFP®, CIM, FCSI
Senior Wealth Management Consultant
As a member of the Wealth Management Consulting team, Brett brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Prior to joining BMO Nesbitt Burns, Brett worked at several major investment management firms. He joined the financial services industry after retiring from a rewarding and successful 20 year career in the Canadian Military.
Brett has been in the financial services industry for over 15 years and holds the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations and is a Fellow of the Canadian Securities Institute (FCSI).
James W. Kraft
Vice President, Estate & Insurance Advisor
James is accountable for providing estate and insurance advice to high net worth clients through sophisticated, forward-thinking wealth management planning.
James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advance 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.
James thrives on helping affluent clients articulate their vision and crafts innovative and tailored solutions that truly move the needle by implementing concrete, actionable plans to mazimize wealth and legacies that align with their vision.
James is dedicated to the community through involvement as an industry speaker, subject matter expert and author.
Senior Manager, Tax & Estate Planning, Enterprise Planning
Dante offers expertise in Canadian personal and corporate tax planning for private corporations and their shareholders.
Before joining BMO Nesbitt Burns, Dante was employed by a large, international accounting firm as a manager in their Private Company Services group where he gained a wealth of experience in a wide range of tax and estate planning issues involving the taxation of individuals, corporations, trusts and partnerships. He has also gained extensive experience in the complex tax reporting and compliance requirements for such taxpayers.