With over 15 years of experience working in the financial services industry, Jason’s goal, as part of the BMO Wealth Planning team, is to educate and empower business owners, entrepreneurs and high net worth clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Using a holistic approach, Jason collaborates with his investment, banking, trust, estate and tax colleagues to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.
Jason currently lives in Toronto with his wife Carley, and in his spare time enjoys golf, tennis, skiing and traveling to personally unexplored destinations.
Margarete Cacheino has more than 20 years of experience helping people to manage their banking, home equity lines of credit, debt consolidation, credit cards, mortgages and commercial banking. Working beside Toronto’s University Health Network, Margarete specializes in providing exceptionally personal service to time-strapped physicians, surgeons and other professionals. She adapts herself to their schedules, even going to their hospitals when documents need signing. Margarete enjoys helping physicians from their first day of medical school, through the years as they become practicing physicians and as their personal lives evolve.
To fund her dream of becoming a chef, Margarete joined BMO right after high school and attended Liaison College for Chef Training and Culinary Arts part-time. But she soon discovered that her true passion was helping people. Margarete is committed to do what’s best for her clients and puts their needs first. She is very approachable, so clients tell her everything about their lives and she can find the best solutions by ensuring people are happy and reliably getting everything done. Margarete has won several BMO Annual Best of the Best Awards for excellent service. Clients often call her the “Bank of Margarete” and some have specified in their divorce contract that both spouses retain the right to continue working with her.
After more than 15 years as a Senior Financial Services Manager at BMO, Margarete was promoted to Private Banker in 2020 to serve a more exclusive and affluent circle of clients. What makes her most proud is the fact that she still retains many clients from her very first day at the bank.
Margarete was born in Portugal and is fluent in Portuguese. She came to Canada as a young child. Margarete enjoys travelling the world with her partner and being a devoted aunt to her two nephews. For fun and stress relief, she revisits her early love of cooking and baking.
James Kraft, CPA, CA, M.Tax
Estate and Insurance Advisor
James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.
David Tremblett, CFP®, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Greg Woolston, TEP
Senior Trust Officer, Director
Joined BMO Private Banking as a Director, Trust Services in 2019. Greg is part of the team of professionals at BMO Trust Company. He provides a full range of trust services to high and ultra-high net worth clients of BMO Nesbitt Burns and BMO Private Banking. Prior to joining BMO, Greg spent 29 years in the trust industry, most recently as a Senior Trust Advisor at another major Canadian financial institution. Greg has a BA from York University, majoring in Mathematics for Commerce, is a member of the Estate Planning Council of Toronto, and holds his TEP designation through the Society of Estate and Trust Practitioners (STEP).