Stuart Chandler, CFP
Portfolio Manager & Investment Advisor
Anjeer Khan
Senior Investment Associate
Omar Beg
Investment Associate
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.
Faez Moukaddem, MBA
Private Banker
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.
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.