Nicholas Boughton, CIM
Nicholas Pierre Boughton, CIM® is dedicated to providing effective, wealth management and financial solutions to a group of established individuals and their families. He has obtained his Chartered Investment Manager (CIM®) designation, one of the highest academic achievements in the investment industry offering the following benefits:
Specialization in high-level investment strategies tailored to affluent clients
Understanding the application of portfolio management in the context of Canadian markets and regulatory requirements
Credibility in the eyes of clients, peers, employers and regulators through the dedication to a higher professional standard
Builds meaningful relationships with clients, built upon trust and respect, and truly effective portfolio management
Identifies client objectives and constraints while evaluating investment products that represent both traditional and alternative asset classes
Develops appropriate investment policies and strategies and implements them through portfolio construction
Properly measures and evaluates portfolio performance.
Furthermore, Nicholas has extensive banking experience, having worked for some of the largest banks in Canada. He is a great sounding board for clients wanting to make important life decisions. In his past endeavors, he built two local health and wellness companies, and travelled the world working for a premier cruise line as a manager responsible for inventory, sales, and customer service.
James Keene, CFP, TEP
Wealth Planning Consultant
As a member of the BMO High Net Worth Wealth Planning team, James brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.
James joined BMO in 2007, beginning his career at BMO Nesbitt Burns as an Investment Representative (IR) with a Wealth Advisory Team serving clients in the Toronto area. Most recently James served as a Financial Planner specializing in Investment and Retirement planning at the retail branch. Before joining BMO, James spent two years with a large bank-owned brokerage firm. Drawing on his experience as a Certified Financial Planner®, his clients benefit from a depth of knowledge and an ability to simplify financial plans aimed at maximizing wealth.
Vice President and Managing Director, Fixed Income Specialist
Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 21 years, including seven 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 an international bank advising national and international clients. This was followed by a three-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 is a CFA Charterholder and a registered portfolio manager.
Since 2011, Richard is the Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee.
John Kimpton, CFP, TEP
Vice President, Estate & Insurance Advisor
John provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. John offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized estate, tax 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 goals, at all stages of life, through meaningful conversations and professional recommendations.
David Tremblett, CFP, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner to Chris's Group. 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.
John Waters, CPA, CA, CFP, TEP
Vice President, Head of Tax & Estate Planning
John’s areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships. John is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNER® and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen’s University.