James Goldberg, CFA, FCSI

For as long as he can remember, James has always had a keen interest in the stock market. For his 13th birthday, his parents helped him open his first investment account where he was able to buy his very first shares. From that moment on, he would try to grow his portfolio whenever he could with savings from summer jobs, holiday gifts from his grandparents, or simply reinvesting the dividend cheques he received in the mail. He didn't know it at the time, but his penchant for investing would eventually serve to become the foundation for a successful career in the financial services industry where he could use his expertise to positively impact the lives of others.

James is originally from Montreal but moved to Halifax to complete his studies at Dalhousie University. Upon graduation, he accepted an invitation to move to Toronto to learn from a large, established wealth management group at another one of Canada's “Big Five” banks. In 2013, he was offered an opportunity to join BMO Nesbitt Burns where he would go on to create The Goldberg Group, providing his clients his own differentiated approach to wealth management.

Today James and his team manage wealth for many successful families, corporations, trusts, and institutions across Canada. He provides unique and tailored advice and prides himself on his ability to make complex situations and concepts simple for clients. He is highly respected in the industry by both his peers and clients for his deep knowledge of financial markets and is credited with being able to find clever and unique strategies and investment opportunities. James’ tenure at BMO has also allowed him to develop a tight network of trusted partners from within BMO Financial Group who he can leverage to provide clients a simple one-stop-shop approach to their personal and commercial needs.

James currently holds the highly coveted Chartered Financial Analyst designation (CFA) and is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour in the Canadian financial services industry. He is also licensed to advise on options strategies as well as life insurance.

In his spare time, James can usually be found with his spouse and his children, who like to ensure he is always kept very busy. James is also an avid reader, wine collector, and skier.

James.Goldberg@nbpcd.com

416-359-8135

416-359-1924

Daniel has been with at BMO since 2021. Prior to joining Nesbitt Burns, Daniel studied accounting and later studied financial planning as a graduate at George Brown College. He is passionate about the investment industry and continues to pursue many continuing education courses and certifications to expand his knowledge. On his spare time, Daniel enjoys staying active in the gym, playing tennis, travelling and experiencing new destinations and cultures.

Daniel.Galati@nbpcd.com

416-359-6235

416-359-1924

Nancy Rebelo

Senior Private Banker

Nancy brings more than 19 years of experience in banking and financial markets to her role as Senior Private Banker servicing business owners, entrepreneurs, high net worth clients and their families in the Toronto market. As a dedicated Private Banker, Nancy creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families.

Amanda Dhaliwal

Associate Private Banker

Amanda has worked at BMO since 2014, and joined the BMO Private Banking in 2019. As an Associate Private Banker, Amanda acts as a relationship manager for clients requiring a high level of expertise and service in managing their finanical affairs.

Rhonda Blanch

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

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.

Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

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.

Linda Leung

Director, U.S. Tax Planning

Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.

Liz Bozek, B.Sc. (Hons), LL.B

Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

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.

Meet the Team