Stuart Chandler, CFP

Portfolio Manager & Investment Advisor

He is an Investment Advisor, Portfolio Manager and CERTIFIED FINANCIAL PLANNER® Professional, having started with BMO Nesbitt Burns in 2004. Stuart has acquired many different professionals as clients, and has developed a specific focus on business owner/operators and the issues they face as they move through different phases of life. Stuart, a New Brunswick native, graduated from Carleton University, Ottawa, with an M.A. in Central East European/Russian Area Studies.
Stuart believes that honesty, integrity and exceptional service are the bedrock of a solid advisory relationship. Stuart is an avid motorcycle rider and regularly practices Ashtanga Yoga.  In his spare time Stuart enjoys reading, working in the woods, landscaping + gardening and being with his dogs and cats.

Anjeer Khan

Senior Investment Associate

Anj Khan started his career at BMO Nesbitt Burns as an intern in 2004 and he has since advanced to become a Senior Investment Associate.

Graduating from George Brown College with a Bachelor of Applied Business, Anjeer’s responsibilities include executing trades, offering investment advice and servicing client needs. Anjeer leads the team’s Alternative Investment mandate with an emphasis on Private Credit & Equity and Hedge Funds.

Outside of work, Anjeer is an avid music devotee. When he is not playing the blues on his guitar, he enjoys spending time with his family and golfing.

Omar Beg

Investment Associate

Omar started at BMO Private Wealth in 2021. Omar’s team responsibilities include client documentation, regulatory fulfillments, and cash management transactions.Omar prides himself in delivering an exceptional client experience, ensuring that all client requests are handled diligently and accurately. A graduate from the University of Toronto, Omar has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), which allows him to perform certain securities transactions.

Omar grew up in Burnaby, British Columbia and later moved to Toronto to complete his undergraduate studies, fulfilling his dream of living in a big city. Outside of work, Omar enjoys traveling to new places and trying out different cuisines.

Our Partners

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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 Mokaddem

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.

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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.