Meet our Team

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 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.

Faez brings a wealth of experience in working with high net worth individuals and business owners to meet their lifestyle needs and capitalize on unique opportunities that present themselves.

As a Private Banker at BMO Private Wealth, Faez is  passionate about helping families and business owners achieve their personal and financial goals. As a seasoned and dedicated banker, I work to understand your unique story and objectives. I then provide clients with a comprehensive and tailored suite of lending and banking solutions to meet their evolving needs. When not at work, you can find me spending time outdoors and on a basketball court.

Faez joined the financial services industry in 2011 and quickly progressed into more senior roles in personal and commercial banking. I have worked with individuals from all walks of life and diverse backgrounds; families, professionals and business owners. I have spent my last 6 years in commercial lending advising medium to large businesses on how to structure complex international trade financing transactions to support their strategic growth objectives.

In my current role as a Senior Private Banker, Faez actively engage my team of professionals in wealth planning, investment management, tax planning, estate and trust services and philanthropy. This coordinated team approach allows us to create plans that are unique to your financial needs and objectives.