BMO Nesbitt Burns
419 King Street West
Timothy J. Simpson
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services
Tel: (416) 359-7798
Consistently delivering a polished and professional approach to life insurance, Tim is available for personal guidance with estate planning and risk management needs. Whether for a business, organization or personally, Tim specializes in working with your existing tax and legal advisors to create a custom-designed solution that meets your specific needs and complements your overall wealth management plan.
Tracy McClure, CPA, CA
Director, Wealth Planning at BMO Wealth Management
Tel: (416) 590-7620
Tracy counsels high net worth families and entrepreneurs on Wealth Planning solutions, providing support to her BMO colleagues as part of an integrated wealth planning team. Using a holistic approach, Tracy collaborates with her 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.
Tracy joined BMO Financial Group in 1991, beginning as a Senior Manager in Private Client Services, preparing and implementing comprehensive financial plans for a portfolio of high net worth individuals. She then spent 15 years as a senior learning partner and consultant at BMO's Institute for Learning, working with various lines of business, including Wealth Management, developing and executing effective learning programs. In 2015, she transitioned to Wealth Management Consultant, working to broaden the client experience with a more holistic approach that addresses the inherent connection between business and future wealth plans.
David Tremblett, CFP®, TEP
Vice President, Personal Trust
Tel: (416) 359-5245
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 Co 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
Tel: (416) 365-6034
Cell: (416) 500-6086
Ivanka Horvat has been with BMO Private Banking since January 2017. She has 29 years of experience with BMO Bank of Montreal, managing relationships with retail, commercial, and private clients in Canada, with additional cross border banking arrangements in the United States. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices, and professional corporations.
During her professional career, Ivanka has helped high net-worth clients develop and implement customized and integrated wealth management and banking solutions. Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements.