Our Partners

Samuel has worked at BMO Financial Group since 2015 servicing affluent clients in the Forest Hill Village area of Toronto and later joined BMO Private Wealth in 2018. His current clientele represents a mix of business owners, entrepreneurs, and professionals who require quality advice, managed by an experienced team of financial professionals.

As a Private Banker, Samuel acts as a relationship manager for clients requiring a point of contact for those necessitating an in-depth knowledge of the ever-changing challenges of their financial lives. He takes action on what is important to drive exceptional outcomes for not just today, but for their tomorrow.

When Samuel is not at work, you will find him exploring the continents, enjoying some rounds on the golf course, or catching the latest highlights of Formula 1.

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

Mila provides banking services to high net worth clients assisting with all banking, borrowing and payment needs. Mila has a proven track record of helping business owners, busy professionals and retirees with their ongoing needs.  Mila is the quarterback of your banking relationship with BMO both in Canada and in the US to ensure a seamless experience.
 

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.

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals.

Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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.

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.

Chris joined BMO in 2012, and since 2014 has been helping high net worth clients and their families work towards their goals by understanding their unique needs and providing the personalized services and support to help them achieve what they desire.

Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.

Chris volunteers as a soccer coach and business mentor to young people, is an avid home-cook, and enjoys the occasional golf game.

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her 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, and family governance.
Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.