Bill Brown Wealth Advisory-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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Richard Belley, CFA

Vice-President & Strategist – Fixed Income, Portfolio Manager, Portfolio Services Group

Richard Belley has more than 14 years of experience in the fixed income and derivative product markets, including seven directly involved in consulting and portfolio management. He received a diploma in Finance from the École des Hautes Études Commerciales (HEC) in 1991 and holds the CFA designation.

Mr. Belley has been a member of the Portfolio Services Group (PSG) since 2001 and is involved in the development of bond investment strategies for the Private Client Division. Mr. Belley also advises and manages bond portfolios for large cap clients, professional associations, foundations, hospitals, municipalities and corporations. The PSG currently has more than $1 billion under management, of which more than $600 million is under his direct responsibility. Mr. Belley brings to the team his extensive experience of capital markets and ability to tailor solutions to meet the unique and specific needs of each client mandate, enhancing the range of services offered by our team.

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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.

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Donna Mclean

Senior Private Banker

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Karen Sparks

Director, Philanthropic Advsiory Services, BMO Private Wealth

Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning.

Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Our goal is to empower clients with comprehensive and customized solutions; resolving complex situations through coordinated and proactive wealth plans.

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Stephane Rochon

Vice President and Managing Director, Head of Private Client Research

Stephane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stephane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the head of Private Client Research, Stephane is also responsible for the overall direction and oversight of the team's publications.