Gary Apelbaum, PFP, CIM, MBA
Gary graduated from York University with an Accounting degree and an MBA specializing in Finance from the Schulich School of Business. Gary has been serving clients in the financial industry since 1997. He began as an Accountant and gradually became a Portfolio Manager at one of the top five banks in Canada. Gary joined BMO Nesbitt Burns in 2006 as an Investment Advisor. He takes great pride in helping clients achieve their financial goals.
Beyond business, Gary enjoys travelling, playing sports and chess.
Connie joined the investment industry in May of 1990. She brings many years of experience in the adminstration field and is an Investment Representative. Connie is committed to assist you with any inquiries regarding your investment accounts.
Estate & Insurance Advisor
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.
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.