Meet Our Team

Darren Goldberg

Investment Advisor

Ever since Darren Goldberg was a child, he had a passion for the investment industry. Darren purchased his first stock at the age of 12. Little did those around him realize that this would lead to a successful career and a lifelong commitment to serving the needs of North American investors. After graduating from McGill in 1994, he officially began his career as an Investment Advisor, a role that he had for six years. Seeking new challenges and driven to hone his market acumen, Darren moved to New York City and worked as a trader on Wall Street for two years. In 2002, he returned to Canada and settled in Toronto where he became an Institutional Equity Sales Representative for 12 years at 2 major financial institutions, focusing on Canadian Income products.

 

Darren achieved the Chartered Investment Manager (CIM) designation through the Canadian Securities Institute. He is fully licensed in option trading and insurance products.

Dao Pham

Investment Representative

Dao began her career in the financial industry in 2007 and has been working with BMO Nesbitt Burns for over 7 years. She is a graduate from York University where she earned her Bachelor of Administrative Studies. Dao has a Certificate in Retirement Strategy, and a Certificate in Advanced Investment Advice. She has successfully completed her Derivatives Fundamentals and Options Licensing, Wealth Management Essentials, Canadian Securities Course, and Conduct and Practices Handbook.  Within the team Dao focuses on account administration and special projects to further enhance client service.

 


Our Partners 

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John Michael Durrant

Vice President, Estate & Insurance Advisor

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients  by maximizing  their wealth, minimizing tax, enhancing  philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks. 

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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 over 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, business exit strategies and tax-efficient wealth transfers, creating tailored solutions for a diverse group of clients.

Dante joined BMO 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.

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David Tremblett

Trust and Estate Planner

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.