David Murray

Investment Advisor and Financial Planner

Address

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

Our Partners

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 over 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, business exit strategies and tax-efficient wealth transfers, creating tailored solutions for a diverse group of clients.

Dante joined BMO 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.

David Tremblett
Trust and Estate Planner

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.

Hill Su, CPA, CA, CFA, M.Acc
Director, Wealth Planning

Hill works with high-net-worth clients to design holistic wealth plans. With his proven track record of planning for wealthy families and a strong background in tax, Hill adds his knowledge and skills to the overall client experience. Acting as the lead planner on complex client situations, Hill collaborates with a team of specialized planners to deliver customized and comprehensive wealth plans to our clients. Hill is fluent in Mandarin and enjoys playing and watching basketball in his time outside of work.

Hill joined BMO Wealth Management in February 2019. Prior to joining BMO, Hill worked with a boutique wealth management firm advising professionals and business owners on financial planning, tax planning, and estate planning. Hill is a CPA, CA and earned his charter with PwC. He also holds the CFA designation. Hill’s education background includes a Master of Accounting degree and a Bachelor of Accounting and Financial Management degree, both from the University of Waterloo.

Karen Sparks, MBA, CFP, TEP
Director, Wealth Planning

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Linda Leung, CPA, TEP
Director, U.S. Tax Planning

Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.

Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.

Timothy J. Simpson
Vice President, Estate Insurance Advisor

​Having held both wealth and risk management positions in the last 25 years, Tim joined BMO Estate Insurance Advisory Services in 2007. Bringing clarity to complex life events and decisions, Tim consistently delivers a polished and professional approach to risk and wealth management concepts.

By focusing on the communication and structure of client’s financial existence, Tim works to give guidance with estate planning and risk management needs. Whether for a business, not-for-profit organization, strategic philanthropy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.

Victor Lu, CPA, CA CFA, CFP®
Director, Wealth Planning

As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.