RT Wealth Management draws on decades of experience in discretionary portfolio management, institutional investing, corporate strategy, business succession planning, and advanced estate planning. We provide integrated solutions that help high-net-worth families, business owners, and non-profit organizations preserve and grow wealth to ensure legacies for future generations.

Iqbal Tejpar, CPA, CA, CFA

Senior Portfolio Manager

With nearly four decades of experience in portfolio management, tax planning, and wealth advisory, Iqbal provides sophisticated wealth management solutions for individuals, families, corporations, trusts, estates, foundations, and endowments. Prior to joining BMO Nesbitt Burns, he served as a Managing Director at a leading investment counselling firm, overseeing more than $1.5 billion in client assets, and previously advised high-net-worth individuals and executives during his tenure with KPMG. Known for his commitment to excellence, ethics, and client service, Iqbal helps clients navigate complex financial decisions with clarity and confidence.

Accreditations:
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Chartered Professional Accountant / Chartered Accountant (British Columbia)
- Chartered Financial Analyst (CFA®) Charterholder
- Bachelor of Science (Scotland)

Rene Dinter, CIM®, DMS

Investment Advisor

With more than 15 years of institutional investment experience, Rene helps clients navigate complex financial markets with confidence. His expertise spans portfolio construction, risk management, tax-efficient investing, and alternative investment strategies, including commodities, currencies, derivatives, structured products, and ETFs. Combining deep market knowledge with a client-first approach, Rene works closely with families, business owners, and professionals to develop thoughtful investment solutions aligned with their long-term goals.

Accreditations:
- Chartered Investment Manager (CIM®)
- Derivatives Market Specialist (DMS)
- Bachelor of Arts (Economics and Psychology), York University
- Certificate in Business Fundamentals, Schulich School of Business

Nan Cheng, BBA, CFP®

Business Development

With more than 15 years of experience in financial services, Nan helps clients make informed financial decisions through personalized investment advice and comprehensive wealth planning. He takes a client-focused approach, working closely with individuals and families to develop strategies that align with their goals, priorities, and evolving needs. Combining deep industry experience with thoughtful planning, Nan provides practical guidance across investment management, retirement planning, and long-term wealth preservation. Nan is fluent in Mandarin, which enables him to serve clients in both English and Mandarin.

Accreditations:
- Certified Financial Planner (CFP®)
- Bachelor of Business Administration (Accounting and Finance), Simon Fraser University

Ziyan Ismail

Client Service Associate

Ziyan is dedicated to delivering an exceptional client experience through responsive service, strong communication, and a client-first approach. With experience in client service, operational coordination, and leadership roles in both professional and community organizations, he brings a thoughtful blend of analytical, organizational, and interpersonal skills to support clients and contribute to the team's high standard of service.

Accreditations:
- Pursuing a Bachelor's degree in Business Management


RT Wealth Management advisors are part of a collaborative team of wealth service professionals from across the BMO Financial Group. This team includes private banking professionals, estate, tax, trust, corporate finance, insurance advisors and financial planners. Whatever your personal wealth management objectives may be, the depth of our expertise ensures that we are able to present you with relevant and fully customized solutions.

Greg Harder

Greg Harder

Senior Private Banker

Greg has 27 years of financing experience, including 20 years in international finance working with corporate and commercial lending clients and 7 years as a Senior Private Banker supporting High Net worth families in Vancouver. His passion is helping business owners and their families achieve their financial goals with wealth management advice including financing, global banking, tax, investments, and estate planning. Greg holds a business degree from the University of Ottawa and is bilingual. He is an avid outdoor sports enthusiast and enjoys skiing, kitesurfing and mountain biking with his family on the North Shore.

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Bardia Pourmalek

Private Banker

Bardia has over 12 years of banking experience in sales and leadership in both retail banking and
Private Wealth. He has in depth understanding about investments and financings, both for
individuals and for businesses.

Bardia has a bachelor’s degree in Business Management and he is currently pursuing his PMP
designation.

At BMO Private Wealth, wealth planning is at the core of everything we do. To gain a deep
understanding of our client’s wealth picture, Bardia asks thoughtful questions and works with his
clients to develop comprehensive and flexible wealth plans for their particular situations. Bardia
will bring a team of Private Wealth professionals together to offer fully integrated wealth
solutions (banking, lending, investment management, trust, estate and business succession
planning needs) to help clients achieve their personal wealth goals.

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Rhys Webb

Trust and Estate Consultant, BMO Trust Company

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

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Kimiko Comeau, CFA

Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.