Toll Free: 1 800-567-2626
4881 Yonge Street
9th Floor, PO Box 37
6468 Yonge Street
North York, ON
Alex Kastanis, PFP – Wealth Advisor and Financial Planner, BMO Nesbitt Burns Inc.
Alex draws on a combined 24 years of experience in the areas of Banking, Investments and the Brokerage Industry, and has surrounded himself with a team of experienced and capable partners to guide you around the areas of your financial life. Alex employs a comprehensive planning process to assess your wealth management needs, and recommends a holistic and customized plan to ensure continuity of your family’s financial wealth through generations.
Magda Hryniewicka – Investment Associate, BMO Nesbitt Burns Inc.
Magda has over 10 years of financial service experience. In her role, she oversees all aspects of client service, and assists in the financial planning needs of our institutional and private clients. She has graduated from the University of Toronto with a Commerce degree in Finance and Economics.
Andrew Sipes BA Economics, CLU, CFP - Vice President, Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
With over 20 years of experience, Andrew works closely with us and is integral in helping our clients create and preserve their wealth by implementing of a wide variety of life insurance, annuity, and living benefit solutions.
Tracy McClure, CPA, CA - Director, Wealth Planning, BMO Wealth Management
Tracy has worked in the financial industry for over 25 years. She brings together the knowledge and experience of a team of Tax, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists and works with you to develop sound financial plans. She takes the time to truly understand what drives our clients, creating innovative and tailored solutions for every family.
David Tremblett, CFP, TEP - Vice President, Personal Trust, BMO Trust Company
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning. David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.