BMO Nesbitt Burns
360 Oakville Place Drive
BMO Nesbitt Burns
920 Southdown Rd.
BMO Nesbitt Burns
55 Ontario St. S.
Wealth Planning Consulting
•At BMO Nesbitt Burns, we are committed to ensuring that clients with comprehensive wealth management needs work with acknowledged experts in investing, planning and wealth solutions. Wealth Planning is a national group of highly accredited professionals, lawyers, accountants, and certified financial planners providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns advisors, in addressing your financial situation.
•The BMO Nesbitt Burns Wealth Planning Group partners with BMO Nesbitt Burns Investment Advisors and follows a multi-disciplinary optimized wealth planning process to address all aspects of your wealth. We begin with an in-depth discovery conversation that aligns your current wealth, your goals and your obligations.
Wealth Management Consultants, Tax & Estate, Trust & Estate, and Business Succession Planning
•BMO Nesbitt Burns has assembled a highly-skilled team of industry experts and designated specialists that your BMO Nesbitt Burns Investment Advisor is able to partner with to manage your wealth needs.
•The Wealth Planner will work with your Investment Advisor to help bring together and manage an extended team of in-house experts on your behalf, which could include accountants, lawyers, business succession, cross-border, insurance, tax and estate professionals to gain a total perspective on your wealth management needs. Backed by the group’s knowledge and expertise, your Investment Advisor will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.
•As your needs evolve or changes in your situation occur, your Investment Advisor will identify opportunities and recommend solutions so you remain on track to achieve your goals.
Our Wealth Partners
Piero Mazza CFP®, CFA, CIM, RPA, TEP
Director, Wealth Planning
As a member of the Enterprise Wealth Planning team, Piero develops Wealth Plans for clients in support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Chris Markou LL.B, B.A. (Hons)
Director, Wills & Estate
As Director, Wills & Estates in the Enterprise Wealth Planning team, Chris provides guidance to BMO Nesbitt Burns Wealth Planning and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate
John Paniccia CPA, CA, CBV
VP, Business Advisory & Succession Planning
As a member of the Enterprise Wealth Planning team, John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
Trust and Estate Planner
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.
Director, Tax Planning
As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.
John Kimpton, CFP, CLU, TEP, EPC
The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:
Estate and Insurance Advisor, Vice President
•Goal identification and finding a unique tax-based solution to your objectives•Tax-efficient accumulation and income strategies•Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy•Corporate and personal risk management Strength as a team Since joining the firm, John Kimpton has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The only template is our process. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives. About John In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.
Arthur Tu - CFP®, CIM
Senior Private Banker
With almost a decade of extensive banking experience attained from working in various wealth-advisory roles across some of Canada's largest financial institutions, Arthur firmly believes he is able to advise and guide his clients with great insights and clarity. Through Arthur, clients can also access an array of customized, integrated banking and wealth solutions for individuals, executives, holding companies and professional corporations.
Arthur's experience in the areas of wealth and financial planning has taught him two things - every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with your Nesbitt Burns advisor and associated specialists.
Jeffrey Justin - CFP®
Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team.
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs.
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.