My Partners

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.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.
Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.
Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.

Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.

He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures. Mario has spent the last few years preparing comprehensive financial plans for both ultra and high-net worth families across Canada at a major financial institution.

He holds the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations.

As a trusted advisor, Jessica manages a portfolio of wealthy individuals and families and provides integrated wealth management strategies and solutions covering the disciplines of banking, investment management, trust and planning.

With over 25 years of experience in banking, including 17 in Private Banking, Jessica has developed significant breadth and depth in serving high net worth individuals, as evidenced through Jessica winning the BMO Private Banking Platinum award, recognizing top client performance. 

Jessica completed her undergraduate degree at Renmin University in Beijing in 1996. She then joined Bank of China Head Office as a financial analyst in the Asset & Liability Management Department.In 2003, Jessica graduated with her MBA from the Richard Ivey School of Business, while she concurrently achieved her CFA designation.

Jessica is married with three young boys and enjoys spending time at her cottage on Stoney Lake with family and friends.

As a Private Banker at BMO for over nine years, I provide comprehensive wealth management solutions to high-net-worth clients. I hold the Personal Financial Planner (PFP) and the STEP Diploma for Canada credentials, which demonstrate my expertise and commitment to the field of wealth management. I also have a background in computer programming and analysis, which gives me an edge in leveraging technology and data to deliver optimal results for my clients. I have a strong track record of building and maintaining long-term relationships with my clients, as well as collaborating with internal and external partners to provide holistic and customized advice. I am passionate about helping my clients achieve their financial goals and objectives, while also aligning with BMO's values of integrity, diversity, and social responsibility.

Over two decades of working experience at BMO. As a private banker, I'm dedicated to delivering personalized wealth management solutions to high net-worth individuals and families. Skilled in building long-term, trust-based relationships and collaborating with a multidisciplinary team of financial experts to provide comprehensive, holistic solutions. Passionate about empowering clients to achieve their financial goals while upholding the highest standards of integrity. Committed to fostering client confidence by delivering proactive communication and transparent guidance to achieve sustained financial growth and security. Aligned with BMO’s core values of integrity, diversity, and social responsibility, ensuring ethical practices and inclusive client service while contributing to a positive community impact.