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Daniel Sacke
Kevin Kolb
Sarah Rome
Jessica Rao

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Ron Goldstein, CFA, MBA, PFP

Wealth Management Consultant

As a member of the Wealth Management Consulting team, he will work directly with Advisors who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their high net worth clientele. He will bring together the knowledge and experience of our in-house tax and estate professionals and work with Advisors and their clients to develop sound wealth management plans. He will provide Advisors support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Over the past fifteen years Ron has been providing financial planning and investment counseling services to Canadians. Prior to joining BMO Nesbitt Burns, Ron worked with another schedule one bank (including a stint in global private banking) and a leading mutual fund company.  Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise.