50 Burnhamthorpe Road West
Bramalea City Centre BMO Branch
52 Peel Centre Dr.
Corner of Dixie & Queen
Heartlake Town Centre BMO Branch
180 Sandalwood Pkwy East
|Piero Mazza - CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant
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 and the CFA Society of Toronto.
|John Paniccia - CPA, CA, CBV
Business Advisory & Succession Planning
John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, 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.
|David Tremblett - CFP®, TEP
Trust and Estate Planner
David brings over 20 years of experience in the Trust and Financial Planning
Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his Certified Financial planner and is a member of the Society of Trust and Estate Practitioners.
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.
David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.
|Chris Markou - LL.B, B.A (Hons)
Senior Manager, Trust and Estates
As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris
provides guidance to BMO Nesbitt Burns Wealth Management Consultants and
Investment Advisors with respect to estate and trust matters, including assistance
in developing comprehensive estate plans and with the administration of estates.
Prior to joining BMO Nesbitt Burns, 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.
He provides support and direction on complex issues related to estate, gift and tax
planning, succession planning for business owners, charitable giving and planning
for family members with special needs.
Chris has been actively involved in the community as a member of numerous
boardsand committees, and has chaired and presented at several programs
for the Ontario Bar Association.
|Dante Rossi, CPA, CA
Senior Manager Tax & Estate Planning