Garett Surcon, CIM, FCSI
Wealth Advisor, Portfolio Manager
Tim Mahoney, CIM
Investment Advisor, Portfolio Manager
Scott Kok, PFP®
Associate
Evanthi Livera
Specialist II-IC Private Banking II
Shane Verity, CFP®, TEP
Senior Specialist-IC Trust And Estate Services
Kurtis Massey, CFP®, CIM®
Wealth Advisor
David Hidlebaugh, B.Comm. (Hons), PFP, MTI
Trust Officer, BMO Private Wealth
David has been in the financial sector for the last 25 years. He’s been involved the in administration of estates and has been acting as a corporate trustee for the last 15 years. In addition, David works closely with families and their charitable foundations to achieve their philanthropic goals. David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.