Gary Lewin

Senior Wealth Advisor & Portfolio Manager

Tel: 416-359-7136


BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Contact Us

Meet our Team

Gary Lewin
Senior Wealth Advisor & Portfolio Manager

Tel: (416) 359-7136
Fax (416) 359-7240

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.


Eysha Syeda
Investment Representative

Tel: (416) 359-5678
Fax (416) 359-7240

Eysha Syeda is a licensed investment 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

James W. Kraft
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.

Accountable for providing 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.

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.

Rhonda Blanch
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®
Senior Private Banker

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. 

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 Tremblett
Trust and Estate Planner

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.

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.