BMO Nesbitt Burns
2 St. Clair Ave. West
||Christopher With, CIM, CFP
Senior Investment Advisor & Portfolio Manager
Chris has over 15 years of experience managing wealth for high net-worth individuals and successful business owners, so he is uniquely familiar with their needs. He offers his clients comprehensive financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions. His goal is to build and preserve wealth in any market environment, so his clients can enjoy what is important to them.
As a Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Portfolio Manager, Chris has a fiduciary duty to act with care, honesty and good faith, always in the best interest of his clients. Investment decisions therefore must be independent and free of bias. This results in a higher level of trust placed on portfolio managers.
Chris is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing direct input to the senior leadership of the firm.
Chris and his wife Danielle live in Toronto along with their two kids. They enjoy travelling, playing golf, and spending time at their cottage in Haliburton.
About Our Partners
Trust and Estate Planner
David brings over 20 years of experience as a Trust and Estate Planner to Chris's Group. 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.
Vice President and Managing Director, Head of Private Client Research, BMO Nesbitt Burns
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.
Prior to joining Credit Suisse in 2004, he spent six years working with RBC Dominion Securities in Toronto.
Stéphane is a Chartered Financial Analyst and holds an MBA from McGill University.
Mr. Rochon is a member of The BMO Nesbitt Burns Portfolio, Action and Research Team (PART). With fundamental and technical expertise in Canadian equities, U.S. equities, investment funds, closed-end funds, exchange traded funds and fixed income investments, PART assists Investment Advisors with serving the best interests of their clients.
For Stéphane's latest commentary, read his Portfolio Strategy, listed under Monthly Publications on my Research page.
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services 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.
Anna Lebiedowicz, LLM
Senior Private Banker, BMO Private Wealth
As a Senior Private Banker, Anna builds lasting relationships with each client by getting to know what matters most to them and their priorities regarding family, work, lifestyle and money. Based on a full appreciation of their unique needs, she then engages a diverse team of BMO Private Wealth professionals who work together to coordinate and advise on an array of solutions that reflects the client’s values and priorities. From banking and investment management to estate and trust services and wealth planning, together the comprehensive team creates a customized and flexible wealth plan for the client. Over the
lifespan of the relationship, the client’s plan is constantly adjusted to both external conditions and to transitions in their life.
Anna has over 20 years of financial services industry experience, helping affluent clients reach their goals. She has worked for large Private Banks, both in Canada and in the UK, with clients in Continental Europe, Middle-East and Asia.
Anna has experience helping both individual clients, as well as working with Family Offices and Institutional clients. Anna brings a high level of expertise in investment, estate and tax planning as well as credit management and philanthropy, that comes from years of experience counselling clients in financial planning.