Our Partners

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Brett Burke, CFP, CIM, TEP

Senior Wealth Planning Consultant

Brett counsels high net worth families,executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to her BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach,Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family.

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Sam Caputo

Branch Manager, Bank of Montreal

Parklawn & Lakeshore location

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Margarete Cacheino

Financial Services Manager, Bank of Montreal

University & College Location

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David Tremblett

Trust and Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner to Chris's 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.