Daniel Gruchala, B.Comm, CIM, DMS, FCSI

Portfolio Manager, Senior Investment Advisor

Daniel has over 18 years of industry experience. He started at BMO Nesbitt Burns in 2005 directly after finishing his university education. He plays a lead role in the portfolio management process from an asset allocation, sector and specific security selection perspective.

Daniel holds a Bachelor of Commerce from Ryerson University; he is a Chartered Investment Manager (CIM), Derivatives Market Specialist (DMS), a Life Insurance Advisor with BMO Nesbit Burns Financial Services Inc, and Fellow of the Canadian Securities Institute (FCSI). The FCSI is the highest honour in Canadian financial services. This designation is only reward to those who meet the stringent experience, education and ethics requirements.

Daniel lives in the West End of Toronto with his wife. He enjoys spending his weekends golfing, reading and spending time with his friends and family.

Stuart Duncan

Investment Associate

As an Investment Associate with The Gruchala Group at BMO Nesbitt Burns, Stuart provides clients with a personalized wealth management experience. He brings comprehensive high net worth planning, investment management, and tax strategies, while leveraging the expertise of professionals throughout BMO Financial Group to provide a full-service experience.

Stuart graduated from the Faculty of Engineering and Applied Sciences at Queen's University; he is Options Licensed, a Registered Representative of the Investment Industry Regulatory Organization of Canada (IIROC), and a Life Insurance Advisor (LLQP).

Dakota Tram

Client Service Associate

Dakota graduated from Sheridan College with a Bachelor of Business Administration - Finance degree. Prior to joining the team here at BMO Nesbitt Burns, Dakota worked at RBC as a Banking Advisor, where she gained industry experience and became passionate about the financial services industry. She is primarily responsible for day-to-day operations and taking additional courses to provide the highest level of service to clients. Dakota spends most of her spare time exploring new cuisines at restaurants downtown and reading books.



Tony Mantello

Private Banker

As a dedicated Private Banker, Tony creates sophisticated banking packages and a full suite of personalized credit solutions for his clients and their families. He then 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 his clients.

To ensure a very personalized service and attention to detail, Tony works with a very limited number of clients and their families.

Graham Hubert

Graham Hubert

Senior Wealth Planning Consultant

Graham has worked in the financial planning and tax planning industry since 2014 and has a comprehensive skill set for providing wealth management planning solutions to high net worth (HNW) individuals, business owners, and executives.

Prior to joining BMO Private Wealth in 2021, Graham worked for private accounting firms and a Canadian bank as a financial planner/ tax specialist.


Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

Rhonda Blanch

Rhonda Blanch

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.