David brings over 20 years of experience as a Trust and Estate Planner. 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.
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.
Chris joined BMO in 2012, and since 2014 has been helping high net worth clients and their families work towards their goals by understanding their unique needs and providing the personalized services and support to help them achieve what they desire.
Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.
Chris volunteers as a soccer coach and business mentor to young people, is an avid home-cook, and enjoys the occasional golf game.
Ivanka has been with BMO Private Banking since January 2017. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations. She is highly committed to developing relationships built on trust. From everyday banking needs to complex lending requirements, Ivanka is always available to provide solutions based on clients particular needs.
Ivanka brings 30 years of experience with BMO Bank of Montreal. She has worked extensively by managing relationships with retail, commercial & private clients in Canada and additional cross border banking arrangements in the United States.
Director, Wealth Planning, BMO Private Wealth
Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.
He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures. Mario has spent the last few years preparing comprehensive financial plans for both ultra and high-net worth families across Canada at a major financial institution.
He holds the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations.