Our Partners

Amanda has worked at BMO since 2014, and joined the BMO Private Banking in 2019.  As an Associate Private Banker, Amanda acts as a relationship manager for clients requiring a high level of expertise and service in managing their finanical affairs.  

Margarete Cacheino has more than 20 years of experience helping people to manage their banking, home equity lines of credit, debt consolidation, credit cards, mortgages and commercial banking. Working beside Toronto’s University Health Network, Margarete specializes in providing exceptionally personal service to time-strapped physicians, surgeons and other professionals. She adapts herself to their schedules, even going to their hospitals when documents need signing. Margarete enjoys helping physicians from their first day of medical school, through the years as they become practicing physicians and as their personal lives evolve.
 
To fund her dream of becoming a chef, Margarete joined BMO right after high school and attended Liaison College for Chef Training and Culinary Arts part-time. But she soon discovered that her true passion was helping people. Margarete is committed to do what’s best for her clients and puts their needs first. She is very approachable, so clients tell her everything about their lives and she can find the best solutions by ensuring people are happy and reliably getting everything done. Margarete has won several BMO Annual Best of the Best Awards for excellent service. Clients often call her the “Bank of Margarete” and some have specified in their divorce contract that both spouses retain the right to continue working with her.
 
After more than 15 years as a Senior Financial Services Manager at BMO, Margarete was promoted to Private Banker in 2020 to serve a more exclusive and affluent circle of clients. What makes her most proud is the fact that she still retains many clients from her very first day at the bank.
 
Margarete was born in Portugal and is fluent in Portuguese. She came to Canada as a young child. Margarete enjoys travelling the world with her partner and being a devoted aunt to her two nephews.  For fun and stress relief, she revisits her early love of cooking and baking.

Graham has worked in the financial planning and tax planning industry since 2014 and has a comprehensive skill set for providing wealth management planning solutions to high net worth (HNW) individuals, business owners, and executives.

Prior to joining BMO Private Wealth in 2021, Graham worked for private accounting firms and a Canadian bank as a financial planner/ tax specialist.

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.

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.

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.

Elizabeth has a wealth of experience in the world of estates and trusts.  She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

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.