Our Partners

David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.

Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.

Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.

With over 35 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of his clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize tax. 

Mark's designations include Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Registered Retirement Counselor (RRC), Trust and Estate Practitioner (TEP) and Elder Planning Counselor (EPC). Mark leads a team of three valued associates with over 75 years of combined experience. The team includes Tyler Lindgren, Estate Insurance Advisor; Marlene Fortin, Senior Marketing Associate and Ruth King, Estate & Insurance Assistant.With over 35 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of his clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize tax. 

Mark's designations include Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Registered Retirement Counselor (RRC), Trust and Estate Practitioner (TEP) and Elder Planning Counselor (EPC). Mark leads a team of three valued associates with over 75 years of combined experience. The team includes Tyler Lindgren, Estate Insurance Advisor; Marlene Fortin, Senior Marketing Associate and Ruth King, Estate & Insurance Assistant.

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with.

Using a holistic approach, Kurtis collaborates with his colleagues in BMO Private Wealth to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on customized lending, banking and cash flow management to help them reach their commercial and personal financial objectives and dedicate more time to the activities they value most. I specialize in the Medical Professional space where I advise physicians, specialists, and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and other extreme demands of their profession, I understand the importance of simplifying your personal and commercial banking needs.