À propos de moi

Abe provides services in a few Canadian provinces and has begun to expand his financial services to some U.S States. He has a disciplined investment philosophy and has created four strong portfolio models. Abe is committed to building lasting client relationships and achieving financial goals.

Abe Gottesman has been in the investment industry since 2001. Abe holds a Bachelor of Business Administration from Baruch College in New York City; a Master’s in Business Administration from the University of Toronto and is a Chartered Financial Analyst holder. Prior to joining BMO Nesbitt Burns, Abe was a Portfolio Manager responsible for North American equities with the multiple award winning Ivy Team at Mackenzie Investments.

When Abe is not following the markets and servicing clients, he is very active in his local community and enjoys spending his spare time with his wife and 3 children.

Silvia creates banking packages and credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Silvia works with a very limited number of clients and their families.

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, 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 aspirations, at all stages of life, through meaningful conversations.

David brings over 20 years of experience as a Trust and Estate Planner. 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.