Meet the Team

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

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.

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

As a dedicated Private Banker, Heather provides customized banking solutions for high net worth clients. She works with her clients to define their goals then draws on the additional resources of a team of BMO Private Wealth Professionals who specialize in wealth planning, investments, commercial banking, as well as tax and estate planning to create a uniquely personalized experience for her clients.  This strategy of holistic services leads her clients to have increased confidence that they are making the right decision for the financial future.

Born and raised in Toronto Heather has worked for BMO for more than 20 years. She has a breadth of banking experience within BMO Bank of Montreal which includes both personal and commercial banking as well as branch management. 

Heather resides in midtown Toronto and enjoys spending time exploring the city with her husband, Alex, and dog, Lucy.

As a Private Banker at BMO Private Wealth, David advises professionals, business owners, and executives on banking, lending, and cash flow management to help them reach their business and personal financial objectives while devoting more time to the activities they value most.

David joined Private wealth in 2022 after 9 years in banking, most recently as a branch manager. With a deep network in the bank, David draws on the right expert, bringing timely and exceptional resolutions to any need. He is an avid outdoorsman and curler, enjoying time on a hike or in the outdoors with his wife and two kids.