Kevin Jarman

Investment Advisor

Kevin began his career at BMO Nesbitt Burns and through a diligent work ethic and strong knowledge base built a dedicated client base from the ground up. He provides his clients with a variety of tailored planning, investment and wealth management solutions. He is the founding partner of the Jarman Investment Group.

 

As one of the leading young advisors at BMO Nesbitt Burns Kevin has made a name for himself and prides himself on working with like-minded professionals, families, and corporations. Prior to joining BMO Nesbitt Burns, he attended The University of Massachusetts Amherst on a full athletic and academic scholarship where he competed with the Mens Division 1 Hockey team and graduated fours years All-American honours. He was drafted by the Columbus Blue Jackets (NHL) and played five seasons professionally (AHL, ECHL, CHL). He remains active in the hockey community, and volunteers for various minor league hockey teams in the Greater Toronto Area. He maintains an active lifestyle and is passionate about fitness, golf, and cooking.

BMO's Network on our Team

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    Rebecca Clark, CPA, CA, CFP

    Director, Wealth Planning

    Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals. 

    Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

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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.

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    Karen Sparks, MBA, CFP®, TEP

    Director, Philanthropic Advisory Services

    Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

    Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.