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David Potok

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3

David Trembett, CFP, TEP
Vice President, Personal Trust at 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.

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. David is committed to providing expert Estate Planning advice to ensure our clients have a capable executor to fulfill their duties.

“Estate Planning is the cornerstone of any holistic Weath Management Strategy"

Lule Melek, MBA
Commercial Account Manager at BMO Bank of Montreal

Luke has been a part of the financial industry for 19 years, the last 13 of which have been at BMO Bank of Montreal. He has extensive lending and financial management experience and specializes in developing solutions to help you attain your business and personal goals.

Luke works with customers to help choose the right financial solution to best meet their business needs, saving them time and enabling them to focus on their business.
He is committed to providing clients with a superior customer experience. In addition to making clients feel welcome and responding promptly to any questions.

“As a Commercial Account Manager with BMO Bank of Montreal, I offer professional experience, industry insights and financial solutions you can depend on to help manage your business successfully. Whether you're starting up a business or looking for ways to run your business efficiently and cost effectively, I can help you choose the best solutions for your goals". 

Rachel Gillespie
Managing Director at BMO Bank of Montreal

Rachel has been with BMO Financial Group since 2012. She offers owners, board directors and senior management, financial expertise, opportunities and innovative solutions tailed for companies within diversified industries, speciality finance, technology and hospitality.

While focused on identifying the right credit solution for clients (senior debt, loan syndications, subordinated debt and asset based lending), Rachel also provides guidance on cross border banking, mid-market M&A, equipment leasing, cash management solutions as well as access to our teams in Sponsor Finance, BMO Capital Markets and BMO Wealth Management.

Valued as a passionate, efficient and reliable team player with strong presentation skills, sharp analytical abilities, Rachel has led a significant number of complex corporate finance transactions for private and public companies across a breadth of industries.

“Rachel is a dynamic corporate finance professional with a 15+ year track record of success in client-facing roles across corporate credit, financial restructuring, investment banking, asset management and pension consulting."