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Jordan Applebaum
Dave Macdonald
Erin Duffy
Andrea Burridge

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Our Wealth Planning Partners

Using a holistic approach, our partners collaborate with us to help our 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.

Our shared goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.


 

Linda Leung, CEP, TEP
Director of U.S. Tax Planning at BMO Wealth Management – Cross-Border Professional

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 provides 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.
 

John Waters, CPA, CA, CFP®, TEP
Vice President, Director of Tax Consulting Services at BMO Wealth Management

John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Wealth Management Advisors and their clients by advising high net worth professionals and families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning expertise, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field. Goal-oriented, John motivates his team to provide a fresh perspective, helping clients fulfill their wealth aspirations.

 

 

Stefane Rochon, CFA, MBA
Vice-President and Managing Director
Head of Private Client Research, BMO Nesbitt Burns

Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.
Prior to joining Credit Suisse in 2004, he spent six years working with RBC Dominion Securities in Toronto.
Stéphane is a Chartered Financial Analyst and holds an MBA from McGill University.
Mr. Rochon is a member of The BMO Nesbitt Burns Portfolio, Action and Research Team (PART). With fundamental and technical expertise in Canadian equities, U.S. equities, investment funds, closed-end funds, exchange traded funds and fixed income investments, PART assists Investment Advisors with serving the best interests of their clients.

 

Ron Goldstein, CFA, MBA, PFP
Wealth Management Consultant

As a member of the Wealth Management Consulting team, Ron works directly with Advisors who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their high net worth clientele.

He brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors and their clients to develop sound wealth management plans. Ron provides Advisors support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.