Our Partners

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.

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals. 

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

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

Amy works closely with her clients to determine their everyday banking, lending & wealth planning needs. With her extensive knowledge of BMO products, Amy brings her expertise in delivering various financing and lending structures that align with our clients specific needs. Partnering with various professionals who have expertise in tax and estate planning, insurance and investments allows Amy to bring a tailored plan that is unique to our clients’ circumstances & needs.

Amy has been an active member of her Home Community in the Beaches area of Toronto. Amy volunteers at her local Community Centre and has been actively involved in Community events for the last 8 years.

Ralph is a Private Banker at BMO Private Wealth, he advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.

Ralph takes time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. He brings in a customized team of BMO Private Banking specialists to look at the client’s entire financial picture. From day-to-day banking to specialized lending, he provides customized solutions tailored for the client’s unique banking and borrowing needs.