Tel: 416-224-2250
Fax: 416-224-2921
Toll Free: 1 800-567-2626

Address

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

BMO Nesbitt Burns
6468 Yonge Street
North York, ON
M2M3X4

Contact Us

A Team of Financial Professionals

 

Our Team

 
 

Alex Kastanis, PFP®
Wealth Advisor & Financial Planner

Tel: 416-224-2250
Email: alex.kastanis@nbpcd.com
Connect with me on LinkedIn
 
Alex draws on a combined 30 years of experience in the areas of Banking and Investment Management, 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, B.Comm
Investment Associate

Tel: 416-590-7635
Email: magda.hryniewicka@nbpcd.com
 
Magda has over 15 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.



 

Our Partners

 
 

David Tremblett, CFP®, TEP
Vice President, Personal Trust, BMO Trust Company


David brings over 25 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.

 
 

Mario Perioris, CFP®, PFP®
Director, Wealth Planning, BMO Private Wealth


Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.  He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures.
 

 
 

Timothy J. Simpson, FEA
Vice President, Estate Insurance Advisor, BMO Estate Insurance Advisory Services Inc 


Having held both wealth and risk management positions in the last 25
years, Tim joined BMO Estate Insurance Advisory Services in 2007.
Bringing clarity to complex life events and decisions, Tim consistently
delivers a polished and professional approach to risk and wealth
management concepts.  By focusing on the communication and structure of a client's financial existence, Tim works to give guidance with estate planning and risk management needs.  Whether for a business, not-for-profit organization, strategic philantrophy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.