Associate Portfolio Manager, Investment Advisor, CFP®
BMO Nesbitt Burns
429 Elizabeth Street
Associate Investment Manager, Investment Advisor, CFP®
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Angela is a graduate from the University of Toronto where she received her business degree. In addition to her formal education, Angela has also completed the requirements for the Certified Financial Planner, Financial Management Advisor, Certified Professional Consultant on Aging designations and Certified Divorce Financial Analyst. She has over 15 years of experience in the financial services industry, working as both a wealth strategist and investment banker. Angela is currently a member of both the Burlington & Oakville Chambers of Commerce.
Piero Mazza, CFA, CFP, CIM, RPA, 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.
John Kimpton, CFP®, CLU®, TEP, EPC
Vice President, Estate & Insurance Advisor
John provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. John offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized estate, tax and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their goals, at all stages of life, through meaningful conversations and professional recommendations.
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.
John M.Paniccia, CPA, CA, CBV, FEA
Vice President, National Director of Business Advisory & Succession Planning
John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
Arthur Tu, CFP®, CIM
Senior Private Banker
Arthur specializes in working with successful Canadian families; he is committed to helping his clients by focusing on what is important to them and managing their vision holistically witha dedicated team of highly disciplined wealth management specialists.
Arthur's experience in the areas of wealth and financial planning has taught him two things- every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with a dedicated team of specialists.
Arthur has an Honours Bachelor of Science degree from University of Toronto, holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designation.
Jeffrey Justin, CFP®
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 their golden retriever, Poppy.