Meet Our Team

 

Jarrett Andrews, BA, PFP

Senior Investment Advisor

Jarrett is a graduate of Carleton University, with 25 years industry experience exclusively with BMO Nesbitt Burns.  He is able to provide his clients a customized wealth planning platform in addition to option trading and insurance vehicles as a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.  Jarrett also holds the Professional Financial Planning (PFP) designation, and has completed the Partners, Directors and Senior Officers Course offered by the Canadian Securities Institute.

Outside of the office Jarrett stays involved in his three children's extra curricular activities and sports, as well spending family time at the cottage.

Magda Hryniewicka

Senior Sales Assistant

Magda has worked in the financial industry for over 17 years.  Her resourcefulness and vast knowledge ensure our clients are met with the highest level of service.  Magda graduated from the University of Toronto with a Commerce degree in Finance and Economics.

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Timothy Simpson

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.

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David Tremblett, CFP, TEP

BMO Trust Company, Vice President, Personal Trust

David brings over 20 years of experience as a Trust and Estate Planner to Chris's Group. 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.

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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.