Tel: 416-590-7609

Address

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Contact Us

Our Partners

Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning

Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy.

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by
providing exemplary client service and deep subject matter expertise.

Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.


Dante Rossi, CPA, CA, CFP
Director, Tax Planning

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.


Fanny Grenier, CPA, CA, MTax, FEA
Director, Tax and Wealth Planning

Fanny helps affluent families determine what is important to them, presents solutions which will assist them in realizing their goals and works with their advisors to ensure their plans are put in motion. Prior to joining BMO, Fanny spent over a decade at major accounting firms advising business owners and their family on sophisticated tax and estate planning strategies


Liz Bozek, B.Sc (Hons), LL.B.
Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.


Timothy Simpson
Vice President, Estate and Insurance Advisor

Timothy joined BMO Estate Insurance Advisory Services in 2007 and has over 20 years in the financial services industry, having held various wealth and risk management positions. Bringing clarity to complex life events and decisions, Timothy consistently delivers a polished and professional approach to estate planning and risk wealth management concepts.

Our Wealth Partners | Hamilton/Niagara - BMO Nesbitt Burns


Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning at BMO Wealth Management

With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.