Tel: 905-727-5040

Address

BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
Map

Contact Us

Team of Specialists

 

Financial Planning 

Victor Lu, CPA, CA CFA, CFP®
Director, Wealth Planning

As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.
 

Estate Planning

Chris Markou, LL.B, B.A (Hons), TEP
Director, Estate Planning

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees,and has chaired and presented at several programs for the Ontario Bar Association.

Read more
 

Trust Services

David Tremblett, CFP®, TEP
Vice-President, Personal Trust Services

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his Certified Financial Planner and is a member of the Society of Trust and Estate Practitioners.

Read more
 

Maria Dollinger
Director, Wealth Services

Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions.

As Director and Senior Trust Officer Maria is responsible for managing a complex book of accounts, and services clients throughout the GTA North region. Maria works effectively with executors and beneficiaries, and provides them with peace of mind, knowing there is stability and continuity in the relationship. She is dedicated to her clients and provides a personalized service tailored to their specific needs.

Maria brings to each client the necessary skill set to provide both technical expertise and sensitivity to the complexities of each unique client scenario. Maria is a member of the Society of Trust and Estate Practitioners (STEP).
 

Business Advising

John Paniccia, CPA, CA, CBV, FEA
Vice President, National Director of Business Advisory & Succcession Planning

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

Read more

Rudy Aquino, MBA
Vice President, Business Banking

 

Philanthropy

Lydia Potocnik, LL.B, TEP
Vice-President, Philanthropic Advisory Services

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.

Read more
 

Insurance

Stuart Clark, MTax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future. 

Stuart will work as a member of your BMO Wealth Management team to ensure that any strategies proposed will complement your wealth plan and enable you to more efficiently reach your family wealth planning goals. As an integral component of your BMO Wealth Management team, Stuart will coordinate participation and strategize with the BMO Wealth Management team and external advisors, such as lawyers and accountants to ensure the most effective results for our clients.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

Stuart is a member of the Canadian Tax Foundation, Society of Trust and Estate Practitioners (STEP), and is Past President/Chair of the Waterloo Wellington Estate Planning Council. He holds a Bachelor of Arts (Honours) degree from the University of Western Ontario, as well as a Masters of Taxation from the University of Waterlo
 

Tax Consulting

Linda Leung, CPA, TEP
Director, U.S. Tax Planning

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.

Read more

John Waters, CPA, CA, CFP®, TEP
Vice President, Director of Tax Consulting

John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He specialized in a broad range of tax and estate planning issues, including personal, corporate (public/private), trusts, partnerships, international and cross border, not-for-profit tax planning and assisted in the design of executive compensation plans. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media, and has also consulted on developing Canadian tax legislation.

Read more

Noel Perera, CMA, CPA, CA
Director, Tax Planning

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners. 

Read more