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 has completed the Canadian Securities Course, the Conduct and Practices Handbook Course from the Canadian Securities Institute, and his Registered Representative licensing. He is currently working towards his CERTIFIED FINANCIAL PLANNER™ designation.

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.

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 Durrant specializes in helping high-net-worth individuals and families integrate insurance solutions into their broader wealth management plans. With more than 20 years of experience, he works with clients to structure insurance as both a risk management tool and a unique asset class, supporting wealth preservation, tax efficiency, philanthropic objectives, and legacy planning.

Working closely with our team, specialists across BMO Wealth Management, and clients' trusted tax and legal advisors, John Michael develops tax-efficient insurance strategies using personal and corporate assets. He helps clients understand the unique role insurance can play within a comprehensive wealth plan and how it can complement and enhance their overall financial strategy.

John Michael is committed to helping clients make informed decisions by providing clear, customized solutions that align with their goals and priorities. Through a collaborative approach, he helps create wealth planning strategies that provide confidence, flexibility, and peace of mind for the future.

Outside of work, John Michael enjoys spending time with his family at the cottage, on the ski slopes, and at countless hockey rinks.

Jim works closely with BMO Wealth Management advisors and their clients, bringing together the expertise of our in-house tax and estate planning professionals to develop comprehensive wealth management strategies. He provides guidance on complex planning needs, including retirement planning, tax-efficient wealth transfer, cash management, estate and gift planning, business succession, transition planning, and philanthropy.

With more than 30 years of experience in the wealth management industry, Jim has served as a financial planner, Director of Financial Planning at a leading wealth management firm, and part-time professor specializing in financial planning education. He has taught at both Seneca College and the Canadian Securities Institute and has presented numerous seminars on tax and estate planning topics.

Taking a holistic approach to wealth planning, Jim collaborates with colleagues across BMO Wealth Management to help clients define and achieve their financial goals. By bringing together specialized expertise and a multidimensional perspective, he helps deliver customized planning solutions that complement the advice of clients’ other professional advisors. As a member of the Enterprise Wealth Planning team, Jim’s focus is on empowering clients with proactive, coordinated strategies designed to address complex financial situations and support their long-term objectives

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.