Gary Lewin

Senior Wealth Advisor & Portfolio Manager

As the Principal and Lead Advisor of Lewin Wealth Advisory Group, nothing matters more to me than my clients’ well being. Ultimately, I have chosen to act as an agent of change and am someone who my clients can trust to help them protect, preserve, and grow their finances, and their future. While I have been told that I am caring and warm by nature, I believe that it is my curious side that keeps me engaged and asking the right questions. This leads to insightful conversations that uncover what matters most to my clients.

This is a complex profession. Consequently, ongoing professional development is critical. The most distinguished designations I hold are the Certified International Wealth Manager (CIWM) and the Certified Investment Manager (CIM). The CIM enables me to act as a Discretionary Portfolio Manager. This separates me from many of my peers in the industry and allows me to spend more time with clients to better understand their situations. To expand the value for my clients I am also a Life Insurance Advisor with BMO Estate Insurance Advisory Services*. My designations and experience qualify me as a Fellow of the Canadian Securities Institute (FCSI).

My wife Joanna and I have three children: Zoe, Aubrey, and Parker, who bring a joy to our lives we never thought possible. Joanna and I value family and work as a team as we enjoy our life adventures together. In my spare time, I enjoy travelling, tennis, baseball, hockey, canoe tripping and spending time with family and friends.

I have great empathy for those struggling and less fortunate and hold an extended hand for charity, specifically those involved with mental illness and suicide prevention. A family tragedy led me to co-found "Put up your Dukes”, a third-party event for the Centre for Addiction and Mental Health (CAMH) that helps fight the battle against mental illness.

David Spevick

David Spevick

Investment Advisor

With more than a decade of financial experience and a natural drive to help others, I joined the Lewin Wealth Advisory Group in 2023 at BMO Private Wealth after working with some of Canada’s most reputable institutional money managers.

I bring deep product and industry knowledge, the ability to distill complex ideas into digestible and clear soundbites, as well as a deep understanding of global real estate, global infrastructure, and other sophisticated alternative investments. My background helps me to frame important concepts meaningfully for people at all levels of financial acumen.

Having worked with more than a thousand advisors across various regulatory jurisdictions, I decided to join the Lewin Wealth Advisory Group because of the team’s dedication to put clients first and help them protect and grow their finances and optimize their futures.

I hold an MBA and an Honours Master of Science in Information Systems from Boston University’s Questrom School of Business. I also hold an Honours BA in History from Western University and am a graduate of Upper Canada College (Class of 2000).

My wife Genna and I keep busy and inspired raising our two young children, Reid and Emily. As an avid sports fan, in my spare time I enjoy playing and watching baseball, golf, canoe tripping and spending time with family and friends.

eysha syeda

Eysha Syeda

Client Service Associate

Eysha Syeda is a licensed Client Service Associate with over 5 years of industry experience. She has been with BMO Nesbitt Burns since 2015. Eysha is responsible for overseeing all aspects of administration and client service, which includes trade execution, money movements, document management, tax matters, money-market investments, and other important client service responsibilities. Eysha’s attention to detail and her dedication to prompt and diligent service contributes to Lewin Advisory Group’s focus on positive client experiences.

Eysha graduated from University of Toronto with a double major in Psychology and Crime Law & Deviance with a minor in Sociology. Eysha lives in Milton and in her spare time, she enjoys photography, reading, cooking, and travelling.

Our Partners

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James Kraft, CPA, CA, M.Tax

Estate and Insurance Advisor

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.

Rhonda Blanch

Rhonda Blanch

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.

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Heather Friedman

Private Banker

As a dedicated Private Banker, Heather provides customized banking solutions for high net worth clients. She works with her clients to define their goals then draws on the additional resources of a team of BMO Private Wealth Professionals who specialize in wealth planning, investments, commercial banking, as well as tax and estate planning to create a uniquely personalized experience for her clients.  This strategy of holistic services leads her clients to have increased confidence that they are making the right decision for the financial future.

Born and raised in Toronto Heather has worked for BMO for more than 20 years. She has a breadth of banking experience within BMO Bank of Montreal which includes both personal and commercial banking as well as branch management. 

Heather resides in midtown Toronto and enjoys spending time exploring the city with her husband, Alex, and dog, Lucy.

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David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

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.

Jason Skentzos

Jason Skentzos, MBA, CFP, CIM, FMA, FCSI

Director, Wealth Planning

With over 15 years of experience working in the financial services industry, Jason’s goal, as part of the BMO Wealth Planning team, is to educate and empower business owners, entrepreneurs and high net worth clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Using a holistic approach, Jason collaborates with his investment, banking, trust, estate and tax colleagues 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.

Jason currently lives in Toronto with his wife Carley, and in his spare time enjoys golf, tennis, skiing and traveling to personally unexplored destinations.

David Reinick

David Reinick

Private Banker

As a Private Banker at BMO Private Wealth, David advises professionals, business owners, and executives on banking, lending, and cash flow management to help them reach their business and personal financial objectives while devoting more time to the activities they value most.

David joined Private wealth in 2022 after 9 years in banking, most recently as a branch manager. With a deep network in the bank, David draws on the right expert, bringing timely and exceptional resolutions to any need. He is an avid outdoorsman and curler, enjoying time on a hike or in the outdoors with his wife and two kids.