Senior Wealth Advisor & Portfolio Manager
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Meet our Team
Senior Wealth Advisor & Portfolio Manager
Tel: (416) 359-7136
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.
Fax (416) 359-7240
This is a complex profession. Consequently, I have completed a number of industry-related courses that keep me informed, skilled and prepared for my clients’ needs. 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. I am also a Life Insurance Advisor with BMO Estate Insurance Advisory Services*. My designations and experience also allow me to be 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.
James W. Kraft
Accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning.
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.
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.
Goal-oriented and collaborative, James's thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. He take the time to listen, empathize and explore options, crafting innovative and tailored solutions that truly move the needle – providing clients and their other professional advisors with the ability to implement concrete, actionable plans to maximize wealth and legacies that align with their visions.
Leading by example, he is dedicated to the community through involvement as an industry speaker, subject matter expert and author – all with the aim of improving the lives of Canadians through smartly structured wealth planning.
He work 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.
Estate & 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.
Cherie Ahlberg, CFP®
Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker.
Senior Private Banker
As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families
David brings over 20 years of experience as a Trust and Estate Planner to the Lewin Wealth Advisory Group. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
Trust and Estate Planner
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.