Our Partners

 

Timothy J. Simpson Vice President, Estate Insurance Advisor Having held both wealth and risk management positions in the last 25 years, Tim joined BMO Estate Insurance Advisory Services in 2007. Bringing clarity to complex life events and decisions, Tim consistently delivers a polished and professional approach to risk and wealth management concepts. By focusing on the communication and structure of client’s financial existence, Tim works to give guidance with estate planning and risk management needs. Whether for a business, not-for-profit organization, strategic philanthropy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.

Ron Goldstein, PFP, CFA, MBA Director, Wealth Planning at BMO Wealth Management Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy. Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Carmine Bartucci Private Banker As a Private Banker at BMO Private Wealth, I advise 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.   I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring 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. I regularly revisit this plan and adapt it as the client transitions throughout life.

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