Meet Our Team

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. 

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.

Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.

He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures. Mario has spent the last few years preparing comprehensive financial plans for both ultra and high-net worth families across Canada at a major financial institution.

He holds the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations.

Chris Alward has been helping Canadians achieve their home ownership and financing goals for nearly 15 years. A former Personal Financial Planner and Private Banker to high net worth families, Chris brings a holistic, advice-first approach to mortgage financing - helping you organize your mortgage to align with your broader financial priorities and accelerate your journey to mortgage freedom. Chris works with Canadians from all walks of life, with a particular focus on supporting investment advisory and wealth management clients. Known for his strategic insight and client-first mindset, he provides tailored guidance that integrates seamlessly with your long-term financial goals. Whether you are purchasing your first home (or helping someone to do so), considering renewal options, or expanding your real estate portfolio, Chris is here to help with clarity, confidence, and results.

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.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

David brings over 20 years of experience as a Trust and Estate Planner. 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.

Mila provides banking services to high net worth clients assisting with all banking, borrowing and payment needs. Mila has a proven track record of helping business owners, busy professionals and retirees with their ongoing needs.  Mila is the quarterback of your banking relationship with BMO both in Canada and in the US to ensure a seamless experience.