Address

BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
Map

Contact Us

Our Wealth Partners

Private Banking

Jennifer Hiltz-Kane 
Senior Private Banker

Jennifer is a graduate of Wilfrid Laurier University’s Bachelor of Business Administration Program. After working three years as a Commercial Account Manager at BDC, Jennifer joined BMO in 2015 as a Relationship Manager. Jennifer has  experience managing a portfolio of mid and upper-mid market business clients from a wide variety of industries. Read more 
 


Insurance Planning

Stuart Clark, MTax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future. Read more 
 


  Tax and Estate Planning

John WatersCPA, CA, CFP®, TEP
Vice President, Director of Tax Consulting

John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He specialized in a broad range of tax and estate planning issues, including personal, corporate (public/private), trusts, partnerships, international and cross border, not-for-profit tax planning and assisted in the design of executive compensation plans. Read more 
 


Trust Services

David Tremblett, CFP®, TEP
Vice-President, Personal Trust Services

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. Read more 
 



Maria Dollinger
Director, Wealth Services

Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions. Read more