Meet The Team

With more than 30 years of experience in wealth management, Philip is a top-ranked Senior Portfolio Manager who manages assets for families, corporations, and trusts. His practice is built on a long-standing commitment to quality, disciplined portfolio management, and exceptional client service..  More

Meghan is a vital and valued member of Philip's front line team, focused primarily on providing a great client experience, as well as managing the administrative side of the practice. Meghan is securities licensed.

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 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.

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.

Elizabeth works with other members of Philip’s team to develop personalized estate planning solutions. She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity 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.