Wealth Planning

 

 

At BMO Nesbitt Burns, we are committed to ensuring that clients with comprehensive wealth management needs work with acknowledged experts in investing, planning and wealth solutions. Wealth Planning is a national group of highly accredited professionals, lawyers, accountants, and certified financial planners providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns advisors, in addressing your financial situation.

The BMO Nesbitt Burns Wealth Planning Group partners with BMO Nesbitt Burns Investment Advisors and follows a multi-disciplinary optimized wealth planning process to address all aspects of your wealth. We begin with an in-depth discovery conversation that aligns your current wealth, your goals and your obligations.

BMO Nesbitt Burns has assembled a highly-skilled team of industry experts and designated specialists that our team is able to partner with to manage your wealth needs.

The Wealth Planner will work with us to help bring together and manage an extended team of in-house experts on your behalf, which could include accountants, lawyers, business succession, cross-border, insurance, tax and estate professionals to gain a total perspective on your wealth management needs. Backed by the group’s knowledge and expertise, your Investment Advisor will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.

As your needs evolve or changes in your situation occur, we will identify opportunities and recommend solutions so you remain on track to achieve your goals.

Our Wealth Partners

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Pierro Mazza, CFP, CFA, CIM, TEP

Director, Wealth Planning

​As a member of the Wealth Management Consulting team, Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.

He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning. Piero has a Business Degree, is a member of the Financial Planning Standards Council, Society of Trust and Estate Practitioners and the CFA Society of Toronto.

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Chris Markou, LL.B, BA (Hons)

Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

 

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

 

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

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John Paniccia, CPA, CA, CBV, FEA

Vice President, National Director of Business Advisory & Succession Planning

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

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Noel Perera

Director, Tax Planning

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.