BMO Nesbitt Burns
1 First Canadian Place
Rhonda Blanch, B.A, CFP
Estate and Insurance Advisor
Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
Karen Sparks, MBA, CFP, TEP
Senior Wealth Management Consultant
Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth.
David Tremblett, CFP, TEP
Trust and Estate Planner
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his Certified Financial Planner designation and is a member of the Society of Trust and Estate Practitioners.
David is committed to providing expert estate planning and advice to our clients, bringing the full power of BMO Trust Co to our clients and their families including corporate executorships, acting as agents for trustee, and helping with various facets of estate planning and administration.
Senior Private Banker
Nancy brings more than 19 years of experience in banking and financial markets to her role as Senior Private Banker servicing business owners, entrepreneurs, high net worth clients and their families in the Toronto market. As a dedicated Private Banker, Nancy creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients.