Our Team

Rick J. V. Brenneman, QAFP®

Investment Advisor

Rick Brenneman started his career in financial services in 1999 with Manulife Financial working with Manulife Securities International. In 2003, Rick joined CIBC Wood Gundy as a Financial Associate and then as an Associate Investment Advisor. After 15 years with CIBC Wood Gundy, Rick has joined BMO Nesbit Burns as an Investment Advisor.  Rick takes pride in working with clients and assisting them in achieving  their financial goals and dreams. He enjoys working closely with clients and getting to know them. He takes pride in doing what is right for his clients, with the utmost honesty and integrity. Rick is fully Life Insurance & Securities Licensed, and holds a Professional Financial Planner designation.

Rick is married and lives in Waterloo with his wife Kelly and their two children, Jake & Ally.  He enjoys playing hockey, golf & slo-pitch. Rick also loves to travel and is a dedicated father watching his daughter’s dance company at their many competitions.

Headshot of Adam E. Carter

Adam E. Carter, CPA, CA, CBV, FEA

Vice President, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.


Tea Pupica

Senior Wealth Planning Consultant, BMO Private Wealth

Tea is a member of BMO high wealth planning team and works with our in-house Tax and Estate professionals to develop effective wealth management plans.

Prior to joining BMO Private Wealth in 2022, Tea spent close to 15 years in public practice, many of which were in senior tax roles in national accounting firms. As a result of this experience, Tea brings extensive knowledge in personal, corporate and trust areas of taxation. She has also executed innumerable corporate reorganizations, purchase and sale transactions, business exit strategies and compliance filings. Tea’s other experience also includes lecturing undergraduate courses at Wilfrid Laurier University and donating her time to various organizations and Boards of Directors, including Lisaard and Innisfree House and Waterloo United Soccer Club.


Jillian Berry, JD

Senior Trust Officer and Director

Jillian is a member of the BMO Trust team and provides ongoing support and guidance to help clients manage and transition their wealth. Prior to joining BMO Trust, Jillian practiced as a lawyer specializing in estate planning and administration and, as a result, is able to draw on her experience and knowledge to assist clients in matters of asset management through BMO’s Encircle/Continuity program and Power of Attorney appointments as well as manage the day to day administration of large Estates and Trusts.