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Contact Us

Cameron Murphy
Sonia Mamone
Grant Gingrich

Tel: 905-681-2829

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map

Other Locations

2536 Third Line
Oakville, ON
L6M 0G8

Meet Our Partners

    









 

Frank Lapierre, CFP®,CLU

Estate and Insurance Advisor

Frank creates solutions tailored to each unique situation by providing guidance to affulent families, professionals, entrepreneurs and business owners with putting the right pieces in place protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that help achieve their objectives in a tax-efficient and cost-effective manner.

He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.


Tel: 905-897-1156

Email: frank.lapierre@bmo.com




 
     










 

Piero Mazza, CFP®, CFA, CIM, RPA, TEP

Senior Wealth Management Consultant


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



Email: piero.mazza@bmonb.com​


 

  


 

Lydia Potocnik, ll.B, TEP

Vice President, Philanthropic Advisory Services at BMO Wealth Mangemet

Tel: 289-775-5158 

Email: lydia.potocnik@bmo.com
Connect with me on LinkedIn





 
 


 

James W. Kraft, CPA, CA, MTax, CFP®, TEP

 Vice President & Head of Business Advisory and Succession Planning

Tel: 416-359-7278

Email: james.kraft@bmo.com

Connect with me on LinkedIn




 
     




 


Chris Markou, LLB, B.A. (Hons)

Trust and Estate Planning Manager, Enterprise Wealth Planning

Tel: 905-897-8893

Email: chris1.markou@bmonb.com
Connect with me on LinkedIn





 
 
 


John Paniccia, CPA, CA, CBV


Business Advisory & Succession Planning - Central Canada

Tel: 416-948-2488

Email: john.paniccia@bmo.com
Connect with me on LinkedIn



 




 


 

Arthur Tu, CIM, CFP,

Senior Private Banker

Tel: 289-775-5158 

Email: arthur.tu@bmo.com
Connect with me on LinkedIn