Mark’s vision for helping others with their family and inter-generational wealth planning needs was sparked by his own experience. His family immigrated to North America in 1847, and quickly integrated themselves into the North American dream. For over 100 years they worked very hard and enjoyed success, passing on the appreciation for hard work and the responsibility for family ethics and traditions from one generation to the next.
Unfortunately this successful stretch was interrupted, and a generation of the family sat idle for almost 50 years. This turned out to be a costly mistake, as a cardinal rule was broken – they forgot the significance of emotional inheritance. Important family values were forgotten, and it didn’t take long for the financial inheritance to also vanish. Looking back on this now, Mark emphasizes the importance of teaching the next generation to take on the responsibility for preserving family principles and traditions. This is an essential part of inter-generational wealth planning, and should not be ignored if the success of a family line is to carry on.
Mark began his education with a Bachelor of Arts from Western University. He has since completed multiple academic programs from universities across North America. Mark is currently in the final stages of the Heritage Institute program for the Heritage Design Professional designation.
Senior Wealth Advisor & Financial Planner
Jonathan began studying the relationships between values, ethics and business when he was taking his degree in Economics at the University of Waterloo, where he specialized in Finance. Originally from Vancouver, Jonathan has always practiced what he learned in his first few years on the job - that the wealth advisor's interests are always aligned with his/her client's values.
This belief system and Jonathan's commitment to volunteer work throughout Toronto drives his sense of doing the right thing for the client, no matter what his or the firm's self-interest may be. Like Warren Buffett, he believes that doing "good" means doing "well".
Jonathan is a Chartered Investment Manager® (CIM), CERTIFIED FINANCIAL PLANNER® (CFP), and Certified International Wealth Manager® (CIWM). He is presently working towards his CFA and the Trust & Estate Practitioner designation.
Pouya brings with him extensive wealth management experience and over 5 years of building strong client relationships. Pouya has completed his first level as a Certified Financial Planner (CFP) and will have the full accreditation imminently. He also holds a Bachelor of Commerce in Finance.
Pouya has a client first mentality and takes pride in providing exceptional service. When Pouya is away from the office, he spends his time with his family traveling and exploring new adventures.
"I am very excited to join such a respected and dignified firm. I can now add to my value proposition and continue to help my clients achieve their financial goals."
Investment Advisor & Portfolio Manager
Tamara's passion for client education was ignited while she studied for her MBA at the University of Texas at Dallas. As an Investment Advisor and Portfolio Manager, she understands how important it is for clients to be comfortable with their understanding of the financial assets they have and the need for financial planning to protect and grow those assets. She encourages questions and helps clients think of investment streams that fit their needs.
Tamara is responsible for portfolio analysis, financial planning, trading (securities and options), and portfolio advisory work involving retirement, estate and wealth management strategies. She enjoys spending her free time with family and friends. She is involved in a variety of activities including tennis, snowboarding and hockey.
Associate Investment Advisor
Tina is a recent addition to the Tinnerman Wealth group, after a successul tenure at another wealth advisory team. She revels in delighting clients, and wants to ensure that the management of their wealth is transformed from a pain point into a piece of pie. Tina will do her utmost to make things easy for you, and make the Tinnerman Wealth Group a "one-stop-shop" for any question or need you may have.
Tina enjoys riding her bike in the city, as well as other less extreme sports. When she is at home, Tina loves looking after her giant feline furball.
Camillia joined the Tinnerman Wealth Group in 2016 as an administrative assistant. She is presently working towards completing her Canadian Securities Course so that she may excel in her position. She is eager to go above and beyond in creating a wonderful client experience.
Camillia enjoys baking and experiencing new cuisines. If you were to come by the office, you might just be lucky enough to get a taste of her famous yoghurt cake! She also loves going on road trips, and exploring new places with friends and family.
James Kraft, CPA, CA, M.Tax
Estate and Insurance Advisor
James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.
Richard Belley, CFA
Managing Director and Fixed Income Strategist
Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 20 years including 7 years in direct sales and trading. Early in his career, Richard worked as an interest rate Futures and Options institutional representative for BMO Nesbitt Burns Inc. and then for an international bank advising national and international clients. This was followed by a 3-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc.
In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He has been a CFA Charterholder since 1999 and is a registered portfolio manager.
David Tremblett, CFP, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner. 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.