Skip Navigation

Contact Us

Christopher With
Jeffrey Ware

Tel: 416-928-9560
Toll Free: 1800-924-0558
Fax: 416-515-1586

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Our Team

 

Christopher With, CIM, CFP
Investment Advisor

Tel: 416-928-9560
Email: christopher.with@nbpcd.com​
 
For the past decade, Christopher has developed a specialty in teaching investors age 55 + how to protect their investments during turbulent markets, reduce income taxes, and preserve their wealth for future generations. Christopher has been awarded the CERTIFIED FINANCIAL PLANNER® (CFP) designation after proving his expertise in investment planning, estate preservation, and risk management.
 

Education:

B.Comm Economics & Finance
​CERTIFIED FINANCIAL PLANNER® (CFP)
Personal Financial Planner (PFP)
Canadian Securities Course (CSC)
Wealth Management Essentials (WME)
​Conduct and Practices Handbook Course (CPH)
Professional Financial Planning Course (PFPC)

Languages Spoken:

English 
 

Jeffrey Ware
Investment Representative 

Tel:  416-928-6997
Email: jeffrey.ware@nbpcd.com
 

 

 

About Our Partners

 

Chris Alward
Senior Private Banker


Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border.

 



 

Stephane Rochon
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.


 

Rhonda Blanch
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.