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John Ridd
Kate Murdoch
Megan Lisowski

Tel: 905-727-5040

Address
BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
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Team of Specialists

Financial Planning 

Rebecca Clark, CFP®, CPA, CA, CDFA
Director, Wealth Planning

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

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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.

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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.

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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.

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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.

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Insurance

Jon Love
Vice-President, Estate & Insurnace Advisor

Jon, a senior partner on the team, provides comprehensive advice for all personal estate, corporate estate and insurance planning needs. His approach has been honed by more than 25 years of experience working in the estate planning and insurance industry, and helps Investment Advisors and their clients make the best choices for both the present and future. His areas of expertise include estate creation and preservation techniques, along with corporate financial security planning.

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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.

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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.

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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. 

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