BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
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.
Austin Clapham has been with BMO Nesbitt Burns since 2019 working closely with the Chapman/Watters team on an intern basis. In 2021 Austin graduated from Ryerson University with a Bachelors of Commerce Degree with a Minor in Economics and joined the Chapman/Watters team on a full-time basis. He is a vital and valued partner of the team whose area of responsibility is focused on providing excellent customer service and support while being tasked with running the administrative side of the practice in a highly efficient manner.
In Austin’s spare time, he coaches two minor league local hockey teams and gives back to his community in many ways. Austin is an avid golfer, downhill skier, and hockey player.
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.
Jason Skentzos, CFP®, CIM, FCSI
Director, Wealth Planning at BMO Wealth Management
At BMO, Jason is part of an integrated team approach to wealth planning, in which our banking, investment, trust, estate and tax professionals collaborate to create and implement customized solutions for our clients.
Using a holistic approach, Jason collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Jason’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Jason was born and raised in a small town (Orillia) and currently resides in Toronto, where he has lived since 2013 with his wife Carley. Jason maintains a passion for travel and sports, and uses any free opportunity to get outside and be active.
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.