Welcome to BMO Nesbitt Burns

 

At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.

 

Working with an Advisor

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. A BMO Nesbitt Burns Investment Advisor can help you through these important periods of transition.

 

About Us

BMO Nesbitt Burns Investment Advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations.

Through partnerships across BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more.  We offer clients a highly personalized service through more than 50 offices coast to coast.

 

Meet our Team

Meet Our Team

Adam Obuchowski

Investment Advisor

Starting his career in the summer of 2012, Adam accepted an invitation to join BMO Nesbitt Burns at the age of 24, and soon after made a name for himself as one of the fastest growing, youngest professionals, at the firm.  Adam contributes his success to having a diligent work ethic and a strong knowledge base, while being mentored by a select group of the firm’s top achieving professionals.
 
Today, Adam is the founding partner of the Obuchowski Investment Group, an organic progression in providing exceptional client experience.   He prides himself on working with likeminded professionals, families, and corporations across the country, striving for personal and professional success.
 
Prior to joining Nesbitt Burns, Adam channeled his entrepreneurial spirit as the President and founder of a window cleaning service company in the Greater Toronto area. He pitched competitively (Ontario Blue Jays) and was a Silver Medalist in the 2005 Maccabi games in Israel.
 
He maintains an active lifestyle and enjoys the Toronto restaurant scene. Adam is passionate about helping others, a meaningful cause to him that he personally supports is the Centre for Addiction and Mental Health.

Dayan Jayasuriya

Business Development

Dayan is a Business Development Associate at BMO Nesbitt Burns in Toronto. He is often the first person new clients meet, and he helps individuals, families, and business owners understand how the team can support their financial goals.

Dayan works with the team's advisor to introduce new clients, coordinate meetings, and make sure each relationship starts on a clear, well-organized footing. He believes good advice begins with listening carefully, so the team understands what matters most to each client.

Dayan holds BSc. in Computer Science & Biology from the University of Calgary.

Outside the office, he enjoys staying active, music, and travel.

Zoha Siddiqui

Client Service Associate

Zoha is a Client Service Associate at BMO Nesbitt Burns in Toronto. She works closely with clients to support account administration, onboarding, and a broad range of wealth management needs, helping to deliver a seamless and personalized client experience.

Zoha is a licensed Investment Representative and holds an Honours Bachelor of Arts in Economics & Sociology from the University of Toronto. She is passionate about building strong client relationships and providing attentive, detail-oriented service.

Having lived in three different countries, Zoha values connecting with people from diverse backgrounds and perspectives. Outside the office, she enjoys staying active by exploring Toronto's neighbourhoods, trying new restaurants and cuisines, and travelling.

Meet Our Partners

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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

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.

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John Michael Durrant

Senior Estate & Insurance Advisor

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients  by maximizing  their wealth, minimizing tax, enhancing  philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.