Our Team

Peter is a graduate from the University of Victoria with a Bachelor of Science in Economics. Peter has strong technical skills and an ability to streamline and improve data management.

To continue to develop his career in wealth management, Peter is currently completing his Registered Representative licensing. He has completed his Canadian Securities Course and Conduct and Practices Handbook Course from the Canadian Securities Institute.

Born and raised on Salt Spring Island, British Columbia, Peter developed an adventurous and entrepreneurial spirit. He has travelled extensively, spending several years working in Asia. As a computer science enthusiast, Peter spends his spare time working in the digital realm. He is also a highly accomplished cook, and enjoys discovering new restaurants with his wife, Jae.

Bardia has over 12 years of banking experience in sales and leadership in both retail banking and
Private Wealth. He has in depth understanding about investments and financings, both for
individuals and for businesses.

Bardia has a bachelor’s degree in Business Management and he is currently pursuing his PMP
designation.

At BMO Private Wealth, wealth planning is at the core of everything we do. To gain a deep
understanding of our client’s wealth picture, Bardia asks thoughtful questions and works with his
clients to develop comprehensive and flexible wealth plans for their particular situations. Bardia
will bring a team of Private Wealth professionals together to offer fully integrated wealth
solutions (banking, lending, investment management, trust, estate and business succession
planning needs) to help clients achieve their personal wealth goals.

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

As a member of the BMO High Net Worth Wealth Planning team, Ian brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Jasmine has been with BMO Private Banking since July 2019. Jasmine provides BMO Private Wealth clients with a dedicated and holistic approach to their entire financial picture by providing superior day-to-day banking, cash flow management, complex lending and everything else banking. BMO Private Banking offers a customized approach for individuals, families, professionals and executives to ensure they are on track to meet their financial goals. BMO Private Banking is just one segment of BMO Private Wealth, and us as trusted advisors collaborate to ensure our clients are covered on every aspect of their wealth. Whether that be investments, banking, lending, wealth planning, trust & estate, tax advisory and philanthropy.  

Prior to Private Banking, Jasmine has worked at BMO Nesbitt Burns as well as in retail banking at BMO Financial Group.

Jasmine holds a Bachelor of Business Administration and Masters of Business (MBA) from University of Windsor. Jasmine resides in Toronto.  

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients  by maximizing  their wealth, minimizing tax, enhancing  philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks. 

Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate.

Using a holistic approach, Jim collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Jim’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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.

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.

Elizabeth has a wealth of experience in the world of estates and trusts.  She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.