Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Contact Us

Our Team

Our Team

 

Brendan Ashcroft, FCSI, CFP, FMA
Investment Advisor

Tel: 416-928-3352
Email: brendan.ashcroft@nbpcd.com
Connect with me on LinkedIn
 
Brendan has been working with hign net worth individuals and business owners since 1999. A true believer in continuing education, Brendan was awarded the Certified Financial Planner designation in 2003, the Financial Management Advisor designation in 2009 and the prestigious Fellowship of the Canadian Securities Institute in 2011. Having spent 5 years as an Institutional Salesman and Trader, Brendan has experienced a side of the business that most Advisor’s haven’t. This is certainly an asset that he brings to the table. 

In his spare time he loves to travel, cook, play golf and spend time with Jennifer, daughters Sloane and Mallory 
and Wilkie the family lab.
 

Tina Cheng
Sales Assistant

Tel: 416-928-02255
Email: tinast.cheng@nbpcd.com

 
Tina has been the Senior Branch Administrator of Midtown branch for  five years.  With 12 years of securities industry experience, she takes great pride in providing exemplary client service to enhance our client experience. Tina also joined the Ashcroft-Saunders Group as their Sales Assistant in November of 2017.
 
Outside of the office, Tina enjoys the company of her daughter and her husband.  She likes to travel, read books voraciously, and enjoys cooking.


 

Our Partners

 

Michael Bach, CFP®, TEP, CHS
Director, Wealth Planning

​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).

Timothy J. Simpson
Vice President, Estate Insurance Advisor

​Having held both wealth and risk management positions in the last 25 years, Tim joined BMO Estate Insurance Advisory Services in 2007. Bringing clarity to complex life events and decisions, Tim consistently delivers a polished and professional approach to risk and wealth management concepts.

By focusing on the communication and structure of client’s financial existence, Tim works to give guidance with estate planning and risk management needs. Whether for a business, not-for-profit organization, strategic philanthropy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.