Our Partners

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Piero Mazza, CFP, CFA, CIM, TEP

Director, Wealth Planning

​As a member of the Wealth Management Consulting team, Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.

He provides 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.

Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning. Piero has a Business Degree, is a member of the Financial Planning Standards Council, Society of Trust and Estate Practitioners and the CFA Society of Toronto.

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Chris Markou, LL.B, BA (Hons)

Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

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Tim Simpson

Estate and Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Wealth and Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give guidance with estate planning and risk management needs. Whether for a business, organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan.

Tim provides strategies for creating tax efficiencies within a client’s personal and corporate portfolios. Clients and their respective tax and legal advisors have come to trust and rely upon Tim’s valuable knowledge and sound advice.
 
An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community. In particular, he is a dynamic supporter of Heart and Stroke Foundation, the Boys and Girls Clubs of Canada and is on the Selection Committee for the Community Achievement Award in Toronto.

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Frank Danesh, FCSI, MTI, PFP, TEP

Director, Senior Trust Officer

Frank helps his clients manage their assets so they will maximize the amount of money that they have to enjoy the life that they want. He also helps with Estate and Trust Solutions to let them pass on as much of their assets as possible to those who are important to them. Frank was a Relationship Manager, Associate Director with BMO for 14 years and has been a Director of BMO Private Banking for the past 7 years.

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Jeffrey Justin, CFP

Associate Private Banker

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team. 
 
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs. 
 
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
 
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.