Dante Rossi, CA, CFA, CFP®

Director, Tax Planning

 

As part of an integrated wealth planning team at BMO Private Wealth, Dante Rossi is director of tax planning and advises on tax and estate solutions for clients of The Palahnuk Group. Drawing on years of tax accounting experience and a deep educational background, Dante specializes in corporations and entrepreneurs, offering guidance on tax structuring, estate planning, and exit strategies. Dante’s decade of experience at Deloitte LLP informs his insights into complex corporate, personal, partnership, and trust tax planning. 

Michael Bach

Wealth Planning Consultant

As part of an integrated wealth planning team at BMO Private Wealth, Michael Bach is a wealth planning consultant and develops comprehensive financial plans for clients of The Palahnuk Group. Drawing on years of experience and a deep educational background, Michael knows how to navigate the complexities of wealth management so clients can have confidence in their financial future. Michael works with clients to build financial plans that help them reach their goals, focussing on risk management, retirement planning, family trusts, complex corporate structures, and estate planning. 

Rhonda Blanch, CFP®

Estate & Insurance Advisor

 

As part of an integrated wealth planning team at BMO Private Wealth, Rhonda Blanch is an estate and insurance advisor and advises on insurance-based strategies for clients of The Palahnuk Group. Rhonda specializes in mitigating risk, structuring tax-sheltered investments, and reducing investment and estate taxes for clients. With a background in financial services, Rhonda is passionate about building, preserving, and passing on wealth.

Danielle Robinson

Director, Philanthropic Advisory

As part of an integrated wealth planning team at BMO Private Wealth, Danielle Robinson is a national consultant who advises clients of The Palahnuk Group on philanthropy and strategic granting linked to donor advised funds and private foundations. Danielle collaborates with clients to clearly articulate their personal philanthropic objectives. Danielle draws on 25 years of experience in the charitable sector to assist clients in building a successful and lasting philanthropic legacy. In addition to this work, Danielle authors thoughtful content on a variety of philanthropic topics. Danielle has an educational background in philanthropy and is deeply passionate about helping people.