BMO Nesbitt Burns
1 First Canadian Place
Meet Our Team
Michael’s innate ability to connect his clients’ financial goals with their unique milestones has positioned him as a valuable asset to both his clients and their families. As an Investment Advisor at Bank of Montreal, Michael depends on his strong financial acumen, education and knowledge of the global ecosystem to generate and preserve his client’s wealth. More importantly, Michael earns his credibility through trust, integrity and moral principles.
Michael, his wife, and his two children live in Mississauga and enjoy staying active, and entertaining their family and friends on weekends. Michael is an avid reader and enjoys learning about diverse cultures and world history. Michael is a member of the Mississauga Golf and Country Club and enjoys golfing on his spare time.
Spencer Barker, BSc (Hons)
Licensed Investment Representative
Spencer began working with BMO Nesbitt Burns in 2017. Before joining Nesbitt Burns, Spencer managed a large international vehicle leasing franchise. Spencer graduated from Nipissing University where he received an Honours Bachelor of Science degree in Biology.
As an Investment Representative, Spencer works diligently to make certain that the highest level of customer service and professionalism is delivered to each client. Spencer oversees all aspects of administration within our practice – working seemlessly with our back office and BMO Wealth Management Partners to ensure an exceptional client experience.
In his free time Spencer enjoys visiting the cottage, finding great restaurants and spending time with his friends and family.
Dante Rossi, CPA, CA, CFP®
Director, Tax Planning
BMO Wealth Management
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 an 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.
Sr Wealth Planning Consultant
BMO Wealth Planning
Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.
Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate.
Using a holistic approach, Jim collaborates with his colleagues in BMO Wealth Management to help 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. Jim’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Piero Mazza, CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant
BMO Wealth Management
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 and the CFA Society of Toronto
Chris Markou, LL.B, B.A (Hons)
Senior Manager, Trust and Estates
BMO Estate Insurance Advisory Services Inc.
As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.
Prior to joining BMO Nesbitt Burns, 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.
He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning
for family members with special needs.
Chris has been actively involved in the community as a member of numerous boardsand committees, and has chaired and presented at several programs for the Ontario Bar Association.