Anwar Husain, B.Comm., MBA, CPA, CA
Anwar holds a Bachelor of Commerce degree (with "Distinction") from the University of Toronto and an MBA in Finance from The Ivey School of Business at University of Western Ontario. With over 25 years of financial experience as a Chartered Accountant, Anwar offers a unique insight into providing financial advice to my clients. Prior to joining BMO Nesbitt Burns he held several executive positions at some of Canada’s largest public companies. These included roles as both Director of Mergers & Acquisitions and Assistant Treasurer at Canada’s largest public company. Anwar also served as the Chief Financial Officer of a private software company based in Toronto.
Anwar is also an award-winning Finance Professor who lectures at several of the top business schools in Canada. He has been a Professor of Finance at the Smith School of Business at Queen’s University, the DeGroote School of Business at McMaster University and the Rotman School of Management at the University of Toronto. He was also awarded the "Professor of the Year Award" in 2018 at the DeGroote School of Business by the students of McMaster University.
Outside of the office, Anwar enjoys spending time with his wife and three children. He also loves learning and is currently pursuing masters degree in history at Harvard.
Ornella is an Investment Representative and has been working with BMO Nesbitt Burns since 2016, later joining Anwar Husain and Associates in 2022. She has also been in financial services for over twenty-five years.
In her spare time, Ornella loves to travel and spend time on the beach with her husband and family.
Trust And Estate Planner
David brings over 20 years of experience as a Trust and Estate Planner to Anwar Husain and Associates. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with clients of BMO Wealth Management 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.
Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning At BMO Wealth Management
Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy.
Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by
providing exemplary client service and deep subject matter expertise.
Estate & Insurance Advisor
Tim joined BMO Estate Insurance Advisory Services in 2007 after twelve years in various 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 personal 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.