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.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals. 

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

With a decade of experience in Corporate and Commercial Banking, Carlos Salgado is dedicated to building strong, long term partnerships with Mid Market and high growth companies across diverse industries. Known for his relationship driven approach and ability to deeply understand client objectives, he works closely with business owners and finance leaders to support their growth, expansion, and strategic decision making.

Carlos specializes in delivering tailored financial solutions, including senior debt financing, capital structuring, subordinated debt, cross border banking, equipment financing, and mid market mergers and acquisitions. He also partners with specialists to provide comprehensive treasury, payment, and investment solutions. By combining broad product expertise with a client first mindset, Carlos serves as a trusted banking partner to companies navigating complex financial challenges and pursuing long term success

As a Private Banker at BMO Private Wealth, Amy advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their personal financial objectives and dedicate more time to the activities they value most.

Amy works closely with her clients to determine their everyday banking, lending & wealth planning needs. With her extensive knowledge of BMO products, Amy brings her expertise in delivering various financing and lending structures that align with our clients specific needs. Partnering with various professionals who have expertise in tax and estate planning, insurance and investments allows Amy to bring a tailored plan that is unique to our clients’ circumstances & needs.

Amy has been an active member of her Home Community in the Beaches area of Toronto. Amy volunteers at her local Community Centre and has been actively involved in Community events for the last 8 years.