Christopher With, CIM, CFP
Senior Investment Advisor & Portfolio Manager
Chris has over 15 years of experience managing wealth for high net-worth individuals and successful business owners, so he is uniquely familiar with their needs. He offers his clients comprehensive financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions. His goal is to build and preserve wealth in any market environment, so his clients can enjoy what is important to them.
As a Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Portfolio Manager, Chris has a fiduciary duty to act with care, honesty and good faith, always in the best interest of his clients. Investment decisions therefore must be independent and free of bias. This results in a higher level of trust placed on portfolio managers.
Chris is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing direct input to the senior leadership of the firm.
Chris and his wife Danielle live in Toronto along with their two kids. They enjoy travelling, playing golf, and spending time at their cottage in Haliburton.
David Tremblett, CFP, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner to Chris's Group. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Stéphane Rochon, CFA, MBA
Vice President and Managing Director, Head of Private Client Research
Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team's publications. Stéphane is a CFA charter holder and holds an MBA from McGill University.
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. He also managed the Credit Suisse Focus List and outperformed the S&P 500 seven consecutive years. Prior to joining Credit Suisse in 2004, he spent six years working with a major Canadian bank in Toronto.
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.
Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.