Our Partners

Chris joined BMO in 2012, and since 2014 has been helping high net worth clients and their families work towards their goals by understanding their unique needs and providing the personalized services and support to help them achieve what they desire.

Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.

Chris volunteers as a soccer coach and business mentor to young people, is an avid home-cook, and enjoys the occasional golf game.

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

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.

Tim joined BMO Nesbitt Burns 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. 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.

​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).

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

Carmine takes time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, he brings in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. Carmine regularly revisits this plan and adapt it as the client transitions throughout life.

Kari joined the BMO Financial Group in 2007 and has spent her entire career working directly with clients. With work experience as an associate at BMO Private Banking at First Canadian Place, Kari has also spent time as a Financial Planner in Yorkville, helping clients with their investment, retirement, and estate planning needs. Currently, Kari works as a Private Banker and has had this role since 2015.

Through a proactive approach and focus on client's individual needs, Kari assembles and coordinates a customized team of BMO Private Banking specialists in many areas, including investment management, trust and estate, philanthropy, succession planning and concierge services.

Empowering clients with comprehensive and customized solutions for complex situations through a coordinated and proactive wealth plan is Kari's objective. Knowing how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach is crucial to the team