Wealth Team

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 .

Meghan Malone

Client Service Associate

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.

Wealth Partners

Heather Friedman

Private Banker

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.

Rhonda Blanch

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.