Philip Burton, CFP, CIM, FCSI
Portfolio Manager and Investment Advisor
Philip joined BMO Private Wealth in 2000 and has been advising clients for over 25 years. Most recently, Philip was recognized by BMO for being highest in client satisfaction and loyalty in 2023 among his peers. Click to see Full Bio .
As a dedicated Private Banker, Heather provides customized banking solutions for high net worth clients. She works with Burton Wealth Group clients to define their goals, and then draws on the additional resources of a team of BMO Private Wealth Professionals.
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 the Burton Wealth Group, and he is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
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. Drawing on a decade of tax accounting experience, Burton Wealth Group clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies.