Campbell Brière Wealth Management Group - Our Partner
Senior Private Banker
Ivanka Horvat has been with BMO Private Banking since January 2017. She brings 30 years of experience with BMO Bank of Montreal. She has worked extensively by managing relationships with retail, commercial & private clients in Canada and additional cross border banking arrangements in the United States. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations.
During her professional career, Ivanka has helped high-net-worth clients develop and implement customized and integrated wealth management & banking solutions. Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements.
She is highly committed to developing relationships built on trust.
James P. Murphy, B.Comm, MBA, CFP, CIM, FCSI, CIWM, TEP
Director, Wealth Planning
Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.
David, Tremblett, CFP, TEP
Vice President, Personal Trust
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning.
He has earned his Certified Financial Planner and is a member of the Society of Trust and Estate Practitioners.