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.


Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

Jason Skentzos

Jason Skentzos, MBA, CFP, CIM, FMA, FCSI

Director, Wealth Planning

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.