About Us

Dorota is committed to developing and cultivating relationships built on trust. The success that she has enjoyed throughout her career is directly attributed to her overarching philosophy of always "putting the client first" and listening to understand their specific needs, a principle that she is deeply committed to.

Dorota Heath has over 12 years of experience in the financial services industry and is a dedicated financial advisor providing clients with a full suite of banking solutions, ranging from day to day banking services to comprehensive wealth management strategies. Through Dorota and the integrated approach of BMO Private Banking specialists and professionals, clients can explore and receive ongoing counsel pertaining to all aspects of their financial wellbeing, specifically related to Banking, Investment Management, Wealth Planning and Trust & Estate Services.

Dorota has been with BMO Financial Group since 2013. During her tenure, she has taken on Leadership roles in Personal and Commercial Banking as a Branch Manager and a Commercial Relationship Manager in the Downtown Toronto Core. Her success in the Leadership and Relationship Management roles was driven by her passion for her clients, and genuine interest and desire to help them achieve their personal, business and financial goals.

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

As part of an integrated wealth planning team, Danielle is a national consultant who advises affluent Canadians on philanthropy and strategic granting linked to new or existing Donor Advised Funds and Charitable Foundations. Danielle draws on 25+ years of experience within Canada’s charitable sector at regional and national levels to assist individuals, families, and business owners build a successful and lasting philanthropic legacy. In addition to this work Danielle collaborates with her peers to author thought leadership content on a variety of Specialized Wealth Planning topics for use by BMO Private Wealth financial professionals and their clients.

​Michael has over 10 years’ experience helping High Net Worth families across Canada plan for their futures, by understanding what is important to them and creating comprehensive Wealth Plans to guide them, with a focus on risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs. Previously, Michael worked in a boutique insurance advisory practice focused on estate planning and life insurance solutions for High Net Worth professionals.

Michael graduated from The University of Toronto with an Honours Bachelor of Science degree. He has a Graduate Certificate in Professional Financial Services and holds a CERTIFIED FINANCIAL PLANNER®  designation, a Certified Health Insurance Specialist (CHS) designation, and is a member of the Society of Trust and Estate Practitioners (STEP).