Tel: 905-681-2829

Address

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

Contact Us

Meet Our Partners






 
 
 

 


 

John Kimpton, CFP, CLU, TEP, EPC
Estate and Insurance Advisor, Vice President

The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:
•Goal identification and finding a unique tax-based solution to your objectives•Tax-efficient accumulation and income strategies•Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy•Corporate and personal risk management Strength as a team Since joining the firm, John Kimpton has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The only template is our process.
     










 

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



 






 

Jeffrey Justin - CFP®
Private Banker

 

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team. 
 
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs. 

Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.

David Tremblett
Trust and Estate Planner

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.


 






 

Noel Perera
Director, Tax Planning

As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.