BMO Nesbitt Burns
2 St. Clair Ave. West
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For more than 20 years, Emmanuel has worked in a number of advisory and leadership roles focused on investment and financial planning. His experience includes over a decade at BMO and spans the country, across retail and private banking, full -service and self-directed investing, as well as global asset management. Emmanuel joins from RBC where he worked as a successful Investment and Retirement Planner. He is dedicated to providing clients with a sincere, professional and personable approach to managing their wealth.
Emmanuel has a unique perspective as a francophone born and raised in Toronto. A self-proclaimed “urban explorer”, he has an insatiable curiosity of the world. This global perspective has helped in framing his investment philosophy and approach. Emmanuel and his wife Aimira, live in downtown Toronto. They enjoy travelling, discovering new restaurants, and attending musical and visual art performance events. Tied to these interests, they are supporters of the National Ballet, TSO, AGO, TIFF and MoCA. Beyond the arts, Emmanuel makes sure to take in his beloved Jays and Raptors.
“In returning to BMO, in this new chapter, I am proud and excited to be joining one of Canada’s leading wealth management organizations. They are providing me with the most supportive environment to be the “Family CFO” for my clients ever-evolving wealth management needs”
About Our Partners
Senior Private Banker
Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border.
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
Vice President and Managing Director, Head of Private Client Research, BMO Nesbitt Burns
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.
Prior to joining Credit Suisse in 2004, he spent six years working with RBC Dominion Securities in Toronto.
Stéphane is a Chartered Financial Analyst and holds an MBA from McGill University.
Mr. Rochon is a member of The BMO Nesbitt Burns Portfolio, Action and Research Team (PART). With fundamental and technical expertise in Canadian equities, U.S. equities, investment funds, closed-end funds, exchange traded funds and fixed income investments, PART assists Investment Advisors with serving the best interests of their clients.
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.
Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.