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David Bruce
Matt Smith
Hayleigh Blaikie

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Rhonda Blanch
Estate & Insurance Advisor

 

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.
 

David Tremblett, CFP, TEP
Vice President, Personal Trust BMO Wealth Management

 

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning.
He has earned his Certified Financial Planner and is a member of the Society of Trust and Estate Practitioners.
 

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

Elizabeth has a wealth of experience in the world of estates and trusts. She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. 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.

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 adept at communicating the importance of a total estate plan to clients and advisors alike.
 

Dante Rossi, CPA, CA, CFP
Director, Tax Planning at BMO Wealth Management

 

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. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

Using a holistic approach, Dante collaborates with his colleagues across BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Dante’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.

 

Marta Lapena
Senior Private Banker

Marta Lapeña has 25 years’ experience with Bank of Montreal, managing relationships with retail, commercial, and private clients in Canada, with additional cross border banking arrangements in the United States. Through Marta, clients can access an array of customized, integrated banking solutions for individuals, executives, personal holding companies, and professional corporations addressing various levels of complexity.  
 
Marta provides an exceptional client experience. Using her extensive background in various banking roles, she has the ability to provide expert guidance.  Marta manages and continually enhances the client understanding through strong relationship management.
 
She is the proud mother of fraternal twins. They are fully bilingual in English and French. Her son is working on a translation degree at York University, and has a band that spends all their time practicing at home with Marta’s full support even with loud drums! Her daughter has been studying at McGill University in Montreal and in Europe, working on her future career in the communications field. With her husband who is a design builder, they  are often found  working on home improvement projects.
 
Marta is a qualified lender, Professional Financial Planner, and earned her B.A. in phycology form York University. She is fluent in English, Spanish and French.
 

James Murphy
Director, Wealth Planning 

Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.
 
Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate planning for advisors and business owners.
 
Using a holistic approach, Jim collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

Jim’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.