Our Team

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.

As Senior Private Banker, Catalina empowers high net worth families to make financial decisions with confidence.

Catalina joined BMO in 2009 as an Investment Specialist and quickly moved into a Financial Planner role. Catalina have worked with clients from all walks of life; professionals, entrepreneurs, and everyday hard-working families that were disciplined with their money in order to create wealth. 

Catalina actively engage my partners and team of specialists in wealth planning, including areas of investment management, banking, tax planning, estate and trust services, philanthropy etc. This team approach allows Catalina to create plans that keep you on the right path in all areas of your financial needs.

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.

Husayn is a Director on the BMO Family Office Team where he is responsible for quarterbacking the broader platform professionals and coordinating the delivery of a specialized suite of services across investments, private equity, philanthropy, family governance, planning, and other areas of the business across Canada.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Corporate Finance business in various roles, including as Director, Diversified Industries in Toronto where he was responsible for the management of large public and private companies, and the credit underwriting of complex transactions.

Husayn is also involved in a voluntary capacity with a number of organizations including the Aga Khan Ismaili Economic Planning Board, McGill University Alumni Network and Support House (Oakville).

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.

Alexander is the Investment Strategist for the BMO family Office. He is responsible for Ultra High Net Worth client asset allocation, portfolio construction, with an emphasis on alternative investments and enhanced portfolio reporting.

Prior to BMO, Alexander was at one of the most prestigious financial firms for 11 years, working across trading, portfolio management and alternative investments. He led a number of fundraisings for Private Equity at the firm as well as other alternative managers. He also worked with clients developing portfolios using cross asset solutions.

Alexander is a Chartered Financial Analyst and completed his Bachelors of Commerce at the University of Toronto. He resides in Toronto with his wife and two children.