Philip Burton, CFP, CIM, FCSI
Philip started his career over 25 years ago and has built a successful practice managing investment portfolios and offering advanced/accredited wealth planning to high net worth families.
Over the span of Philip's career - he has written articles for the Globe & Mail - been featured in the Toronto Star - and taught courses on Investing as an Instructor for the Investor Learning Centre of Canada. Most recently, Philip was recognized as 'Best in Province' by the Globe & Mail / Shook rankings of Canada's Best Wealth Advisors.
Philip is a Chartered Investment Manager and also holds a CERTIFIED FINANCIAL PLANNER® designation.
Administrative Assistant (not-licensed)
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.
As a dedicated Private Banker, Heather provides customized banking solutions for high net worth clients. She works with her clients to define their goals then draws on the additional resources of a team of BMO Private Wealth Professionals who specialize in wealth planning, investments, commercial banking, as well as tax and estate planning to create a uniquely personalized experience for her clients. This strategy of holistic services leads her clients to have increased confidence that they are making the right decision for the financial future.
Born and raised in Toronto Heather has worked for BMO for more than 20 years. She has a breadth of banking experience within BMO Bank of Montreal which includes both personal and commercial banking as well as branch management.
Heather resides in midtown Toronto and enjoys spending time exploring the city with her husband, Alex, and dog, Lucy.
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 Chris's Group. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Estate and 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. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.
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, 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.
Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services
Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.
Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.