Meet Our Team

With over 20 years experience in the investment industry, Rudy has spent the last 15 years as an Investment Advisor with BMO Nesbitt Burns. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major US Investment bank where he held various positions including management within institutional operations. Rudy currently holds a Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Rudy has attained his Portfolio Manager (PM) designation allowing him to provide Discretionary Portfolio Management to clients.

Education

Bachelor’s Degree, University of Waterloo, Canada

Professional Financial Planning Course, CSC

Eric Lee is a Client Service Associate (CSA) at BMO Nesbitt Burns, bringing over 10 years of experience in the banking industry. He has spent the past five years specializing as a CSA, where he developed a strong foundation in client service, account administration, and operational support.

Having joined BMO in 2026, Eric is excited to bring his experience and dedication to his new team and continue growing within the wealth management space.

Outside of work, Eric enjoys staying active—whether that’s working out or riding his bike.

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients  by maximizing  their wealth, minimizing tax, enhancing  philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.