Meet your first call on all financial matters

Each member of our team specializes in an important aspect of growing your assets and meeting your goals. We work seamlessly together—as well as with your own trusted professionals and our extended team of BMO Private Wealth experts . This collaborative approach means you’ll benefit from both our combined experience and our focused effort, on all your financial matters.

 

Suzy Brown

Wealth Advisor & Portfolio Manager

 

Strategic Investment Management

Read Bio

 

Carolyn Bate

Wealth Advisor & Portfolio Manager

 

Ongoing Financial Planning

 

Read Bio

 

Jacqueline Tang

Investment Representative

 

 

Informed Client Service

 

Read Bio

 

Ethan Maudsley

Investment Associate

 

 

Client Management & Tactical Support

 

Read Bio

Suzy Brown, CFP

Wealth Advisor and Portfolio Manager

Suzy is focused on designing portfolios that deliver on the outcomes her clients seek. She goes the extra mile to align their personal goals with sound investment principles , integrating long-term strategies and ongoing tactical measures. First joining BMO Nesbitt Burns in 1997, Suzy has been helping clients make wise wealth decisions for nearly 30 years. She is a Certified Financial Planner (CFP®) , considered the industry’s gold standard for its rigorous education, training, and ethical standards, and a licensed Insurance Advisor. In addition to her career, Suzy has a passion for travel and the outdoors—from cycling to canoe-tripping—and enjoys spending summer weekends with her husband and two adult sons at their cottage on the shores of Lake Huron.

Carolyn Bate, CIM

Wealth Advisor and Portfolio Manager

Carolyn is passionate about turning future visions into tailored financial roadmaps . From cash-flow planning to navigating tax, estate, and insurance strategies , she offers proactive guidance and ongoing support—unburdening her clients while optimizing results. Getting her start in financial services in 1988, Carolyn joined BMO Nesbitt Burns after a decade of progressive experience . She has been serving the unique needs of high-net-worth families for over 30 years , and as a Chartered Investment Manager (CIM®), has proven she has the knowledge, skills, and experience to evaluate a complete financial picture at the highest level of complexity . She is also a licenced Insurance Advisor. Outside of the office, you can often find Carolyn enjoying a round of golf, planning family get-togethers, or in a hockey arena with her husband cheering on their two young boys.

Jacqueline Tang

Investment Representative

As our administrative expert, Jacqueline provides informed and friendly support to every client—and keeps our proactive service model running smoothly behind the scenes. She has been an invaluable member of the Brown Bate Wealth Management team since it formed in 2010. In financial services since 2000 , she brings extraordinary operational and industry knowledge to her role, as well as a deep understanding of the firm's systems and processes. Earning a Bachelor of Economics from the University of Toronto, Jacqueline’s career choice was inspired by a banker that went above and beyond to help her family. She now takes pride in being a part of a team with the same comprehensive and caring approach. In her leisure time, Jacqueline enjoys hiking and camping with her husband and two young children, as well as experimenting in the kitchen with new recipes.

Ethan Maudsley

Investment Associate

Passionate about wealth education, Ethan’s clients benefit from his commitment to guide them not only towards success, but also greater financial literacy. He is a go-to resource for our cohort of next generation clients, and also works closely with Suzy, supporting her on all operational and tactical aspects of investment management across the firm. Ethan began his career with the Brown Bate Wealth Advisory Group at the start of 2021. Specializing in Finance at Western University , and a member of the Western Investment Club, he came into the role with a comprehensive understanding of investment strategies and financial markets. His enthusiasm has driven his continuous learning over the last four years, and he is currently pursuing his Chartered Investment Manager (CIM®) designation. When he’s not discussing investment ideas, Ethan enjoys participating in a recreational hockey league through the winter, while in warmer months he is always eager to get out on a golf course.

Meet Your Extended BMO Team

We formed our team in 2010, but our roots at BMO go back decades. Our loyal network includes vetted, specialized practitioners in all facets of Private Wealth, and hand-picked relationship managers in Banking, Commercial Banking, and Corporate Finance.

Cherie Ahlberg

Cherie Ahlberg, CFP

Wealth Planning Consultant

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

headshot

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.

headshot

Liz Bozek, B.Sc. (Hons), LL.B

Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

Headshot of David Tremblett

David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

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.

Rhonda Blanch

Rhonda Blanch

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.

Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.

We’re designed to do more for you and your family. Contact us today