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Gavin Clark
Alykhan Shamji
Ornella Grossi-Novillo

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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About Our Partners

 
 


 

Ron Goldstein, CFA, MBA, PFP
Director, Wealth Planning

As a member of the Wealth Management Consulting team, Ron works directly with Advisors who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their high net worth clientele.

He brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors and their clients to develop sound wealth management plans. Ron provides Advisors support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

 

Timothy Simpson
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 com


 

Dante Rossi
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.
 

Chris Alward
Senior Private Banker


Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border.


 

David Tremblet
Trust and Estate Planner

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning.

He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.

David is committed to providing expert estate planning and advice to our clients, bringing the full power of BMO Trust Company to our clients and their families including corporate executorships, acting as agents for trustee, and helping with various facets of estate planning and administration, including:
  • Securing all of the deceased assets
  • Probating the will (a court process that validates the will)
  • Ensuing all outstanding bills and liabilities are paid
  • Claiming entitlements such as life insurance and survivor benefits
  • Distributing assets to beneficiaries
  • Preparing and filing of the Deceased Final Terminal T1 Tax Return