Iqbal Tejpar, CPA, CA, CFA
Senior Portfolio Manager
Naqib Azad, BBA, CIM®
Investment Associate
Rene Dinter
Director, ETF Distribution, BMO Global Asset Management
Over 14 years of ETF industry experience. Rene consults portfolio managers on how to achieve specific investment objectives, differentiate portfolios and grow their practices. He offers in-depth knowledge of commodities, currencies, options, asset allocation strategies and tax management. His industry experience includes work with structured notes, closed-end funds, alternative investments and exchange traded funds.
Lisa J. Finden
Associate Director, Trust Services, BMO Private Banking
As an Associate Director, Trust Services and a key member of the Wealth Management team, Lisa works with individuals and families to simplify their complex matters. Lisa manages Estate and Trust accounts with a specialization in enCircle Services, overseeing financial, lifestyle and well-being solutions. She is well-versed in related fields and often works in tandem with client’s own legal and accounting advisors.
Lisa is a six time Platinum award winner with BMO Private Banking, demonstrating her commitment to working with other members of BMO Financial Group and excellent working relationship with her clients.
In her personal time, Lisa enjoys outdoor activities, volunteering at her children’s schools and travelling with her family.
Nicco Bautista, LL.B, MA
Director, Estate Planning, BMO Private Wealth
Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs.
Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies.
Jamie Wilson
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.