Partners

Danny offers personalized wealth management advice to high-net-worth BMO clients. He identifies each client’s needs and objectives and determines their financial position in order to develop a comprehensive plan that simplifies complex matters such as financial, tax, estate and business succession planning. In addition, Danny draws on his extensive experience in a private practice to develop quality plans and educate clients on the risks and opportunities inherent in these plans.

Danny joined BMO Wealth Management in 2017. He began his career in 2006 with the international accounting firm Deloitte, where he gained significant experience auditing large public and private corporations. After completing a master’s degree in taxation in 2013, he joined Deloitte’s tax services where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined the tax department of Richter LLP, where he developed his knowledge of tax planning and restructuring for private corporations and business owners.

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.