Jeff Shatkosky, BA, CIM, FCSI, PFP
Senior Wealth Advisor
Leif Erickson
Investment Advisor
Amanda Smith-Frasson, BA
Client Service Associate
Our Partners
Tea Pupica
Senior Wealth Planning Consultant, BMO Private Wealth
Tea is a member of BMO high wealth planning team and works with our in-house Tax and Estate professionals to develop effective wealth management plans.
Prior to joining BMO Private Wealth in 2022, Tea spent close to 15 years in public practice, many of which were in senior tax roles in national accounting firms. As a result of this experience, Tea brings extensive knowledge in personal, corporate and trust areas of taxation. She has also executed innumerable corporate reorganizations, purchase and sale transactions, business exit strategies and compliance filings. Tea’s other experience also includes lecturing undergraduate courses at Wilfrid Laurier University and donating her time to various organizations and Boards of Directors, including Lisaard and Innisfree House and Waterloo United Soccer Club.
Bhanu Kendall
Private Banker
Being a Private Banker I have the opportunity to work closely with a variety of professionals, business owners and executives to help them achieve their unique wealth goals. I pride myself in taking time to understand what is important to each of my clients to provide sound financial advice and customize solutions to fit their individualized needs. Not only do my clients have a dedicated Private Banker, but a team of professionals supporting them on their wealth path whether it is Investment Management, Comprehensive Financial Planning or Trust & Estate Planning. I draw on over 10 years of banking experience and expertise to provide a seamless client service experience.
Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor
Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.
Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.