Tel: 416-359-6417

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Our Partners

Our Partners

   

David Tremblett
Trust and Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner to the Lewin Wealth Advisory Group. 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.
   
   

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. 
 

Rebecca Clark, CPA, CA, CDFA, CFP
Director, Wealth Planning

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan.  Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals.

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.
 

Rhonda Blanch
Estate and Insurance Advisor

With 20 years in the estate planning and insurance industry, Rhonda has been with BMO Estate and Insurance Advisors Services since 2013.  A CFP professional, Rhonda’s objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, corporate and/or personal insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
   

Timothy J. Simpson
Vice President, Estate Insurance Advisor

​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 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 philanthropy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.