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BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Our Extended High Net Worth Team


 

Tim Simpson
Estate & Insurance Advisor
BMO Estate Insurance Advisory Service

Tim joined BMO Estate Insurance Advisory Services in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. Whether for a business, organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. 

Tim works closely with by providing them with strategies for creating tax efficiencies within a client’s personal and corporate portfolios. Clients and their respective tax and legal advisors have come to trust and rely upon Tim’s valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community. In particular, he is a dynamic supporter of Heart and Stroke Foundation and the Ontario Australian Football League.
 


 

Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning at BMO Wealth Managementce 

Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy.

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by
providing exemplary client service and deep subject matter expertise.

Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’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.
 

Michael Bach, CFP®, TEP, CHS
Director , Wealth Planning 

Michael has over 10 years’ experience helping High Net Worth families across Canada plan for their futures, by understanding what is important to them and creating comprehensive Wealth Plans to guide them, with a focus on risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs. Previously, Michael worked in a boutique insurance advisory practice focused on estate planning and life insurance solutions for High Net Worth professionals.

Michael graduated from The University of Toronto with an Honours Bachelor of Science degree. He has a Graduate Certificate in Professional Financial Services and holds a CERTIFIED FINANCIAL PLANNER®  designation, a Certified Health Insurance Specialist (CHS) designation, and is a member of the Society of Trust and Estate Practitioners (STEP).
 

Stephane Rochon 
Vice President and Managing Director
Head of Private Client Research

Stephane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stephane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the head of Private Client Research, Stephane is also responsible for the overall direction and oversight of the team's publications.

 

Richard Belley
Vice President and Managing Director
Fixed Income Specialist

Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 21 years, including seven years in direct sales and trading. Early in his career, Richard worked as an interest rate Futures and Options institutional representative for BMO Nesbitt Burns Inc. and an international bank advising national and international clients. This was followed by a three-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc.

In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He is a CFA Charterholder and a registered portfolio manager.

Since 2011, Richard is the Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee.

 

Russ Visch
Technical Analyst Banker 

Russ Visch is PAT’s Technical Analyst, providing coverage on equity, commodity, fixed income, and currency markets. He has been a member of the Portfolio Advisory Team since he joined BMO Nesbitt Burns in 1996.Russ graduated from Carleton University with a degree in Economics, and completed the Market TechniciansAssociation’s Chartered Market Technician program in 2000.

Russ provides advisors with a technical view of individual securities and broader big-picture market views.He writes the Daily Action Report, which is a great view into where securities are heading, both for long and short-term horizons. He also writes a weekly report that is designed to help identify Canadian and U.S.stocks that have the potential to outperform or underperform the broad markets on an intermediate-termbasis. The report is based on a quantitative ranking system which uses a number of technical inputs. His monthly S&P/TSX 60 report that covers, in detail, technical trends on each stock in the S&P/TSX 60 Indexfe.