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Steve Springstead
Abbas Allidina
Genny DaCruz
Nadia Massaroni

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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Other Locations

920 Southdown Rd.
Mississauga, Ontario
L5J 2Y4

Milton Mall
55 Ontario St. S.
Milton, Ontario
L9T 2M3

Wealth Planning Consulting

•At BMO Nesbitt Burns, we are committed to ensuring that clients with comprehensive wealth management needs work with acknowledged experts in investing, planning and wealth solutions. Wealth Planning is a national group of highly accredited professionals, lawyers, accountants, and certified financial planners providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns advisors, in addressing your financial situation.


Our Philosophy

•The BMO Nesbitt Burns Wealth Planning Group partners with BMO Nesbitt Burns Investment Advisors and follows a multi-disciplinary optimized wealth planning process to address all aspects of your wealth. We begin with an in-depth discovery conversation that aligns your current wealth, your goals and your obligations.


Wealth Management Consultants, Tax & Estate, Trust & Estate, and Business Succession Planning

•BMO Nesbitt Burns has assembled a highly-skilled team of industry experts and designated specialists that your BMO Nesbitt Burns Investment Advisor is able to partner with to manage your wealth needs.

•The Wealth Planner will work with your Investment Advisor to help bring together and manage an extended team of in-house experts on your behalf, which could include accountants, lawyers, business succession, cross-border, insurance, tax and estate professionals to gain a total perspective on your wealth management needs. Backed by the group’s knowledge and expertise, your Investment Advisor will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.

•As your needs evolve or changes in your situation occur, your Investment Advisor will identify opportunities and recommend solutions so you remain on track to achieve your goals.


Our Wealth Partners

Piero Mazza CFP®, CFA, CIM, RPA, TEP
Director, Wealth Planning


As a member of the Enterprise Wealth Planning team, Piero develops Wealth Plans for clients in support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
 

Chris Markou LL.B, B.A. (Hons)
Director, Wills & Estate


As Director, Wills & Estates in the Enterprise Wealth Planning team, Chris provides guidance to BMO Nesbitt Burns Wealth Planning and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate
 

John Paniccia CPA, CA, CBV
VP, Business Advisory & Succession Planning


As a member of the Enterprise Wealth Planning team, John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
 

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.
 

Noel Perera
Director, Tax Planning

As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.