Tel: 905-681-2829


BMO Nesbitt Burns
429 Elizabeth Street
Burlington, ON
L7R 2L8

BMO Nesbitt Burns
2536 Third Line
Oakville, ON
L6M 0G8

Contact Us

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




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





Lydia Potocnik, ll.B, TEP

Vice President, Philanthropic Advisory Services at BMO Wealth Mangemet

Tel: 289-775-5158 

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

 Vice President & Head of Business Advisory and Succession Planning

Tel: 416-359-7278


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

Trust and Estate Planning Manager, Enterprise Wealth Planning

Tel: 905-897-8893

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John Paniccia, CPA, CA, CBV

Business Advisory & Succession Planning - Central Canada

Tel: 416-948-2488

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Arthur Tu, CIM, CFP,

Senior Private Banker

Tel: 289-775-5158 

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