John Michael Durrant
Estate and Insurance Advisor
John Michael is an expert in his field and a valuable member of our team. He has been working with high net worth clients for over 20 years, providing families with personalized insurance solutions. John Michael excels in taking the time to understand our clients’ unique situations and specializes in developing insurance solutions that are tailored to meet their specific needs. Working in collaboration with our team and other experts throughout the firm, he is able to structure insurance as a complement to client portfolios, helping to minimize tax, enhance philanthropic goals and provide peace of mind. John Michael has experience in building insurance solutions using personal and corporate investment dollars. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.
David Tremblett, CFP®
Trust and Estate Planner
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning.
He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.
David is committed to providing expert estate planning and advice to our clients, bringing the full power of BMO Trust Company to our clients and their families including corporate executorships, acting as agents for trustee, and helping with various facets of estate planning and administration, including:
•Securing all of the deceased assets
•Probating the will (a court process that validates the will)
•Ensuing all outstanding bills and liabilities are paid
•Claiming entitlements such as life insurance and survivor benefits
•Distributing assets to beneficiaries
•Preparing and filing of the Deceased Final Terminal T1 Tax Return
Senior Private Banker
Ivanka brings 30 years of experience with BMO Bank of Montreal. She has worked extensively by managing relationships with retail, commercial & private clients in Canada and additional cross border banking arrangements in the United States.
During her professional career, Ivanka has helped high-net-worth clients develop and implement customized and integrated wealth management & banking solutions. Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements.
Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations. She is highly committed to developing relationships built on trust. From everyday banking needs to complex lending requirements, Ivanka is always available to provide solutions based on clients particular needs.