Our Team

Steve Hart

Senior Investment Advisor & Senior Wealth Advisor

Steven Hart’s expertise includes over 25 years as an Investment Advisor in the financial industry and over three years working experience and knowledge in the discretionary portfolio management field. He holds a CFP (Certified Financial Planner) designation. His key strengths are providing the right asset allocation and taking a portfolio approach to investing. Steve’s experience has enhanced his keen insight in knowing the right investment tools and approaches for individual clients.

Muhammed Datoo

Senior Investment Advisor & Senior Wealth Advisor

Muhammed Datoo’s expertise includes over 25 years in the financial service industry. Known for his strong analytical approach to investing he is an ardent skeptic of fads and emotional trends. Muhammed is an excellent resource in identifying a lack of efficiencies in a client’s portfolio and providing appropriate solutions. He has completed the PFP (Professional Financial Planner) course.

Wendy Fung

Investment Representative

Wesley Livermore

Investment Representative

Shona Costanzo

Registered Representative

Our Partners

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Cherie Ahlberg, CFP

Senior Private Banker

Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker. 

As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families

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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.