BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
John Michael Durrant
Vice President, Estate & Insurance Advisor
John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients.
He helps our clients by maximizing their wealth, minimizing tax, enhancing philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans.
Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.
Director, Tax Planning
BMO Wealth Management
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 Bozek, B.Sc (Hons), LL.B.
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.
Director, Estate Planning at BMO Wealth Management
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.
Hailey works with business owners to ensure all aspects of their business can run smoothly and continue to grow. Her team specializes in lending and cash management solutions, with a designated team and day to day support for busy business owners. Hailey has worked in the Commercial Banking industry for over five years and has extensive experience in originating and analysing lending transactions, including Operating Lines, Commercial Mortgages, Equipment Financing, Cash Flow Loans and Letters of Credit. In her free time she enjoys golfing, skiing and time at the cottage with family.
Senior Relationship Manager, BMO Business Banking
Associate Private Banker
Since 2008 Essi has been with BMO Financial Group. Beginning as a Financial Services Coordinator at the Bay and College Branch before being promoted to a Senior Financial Services Manager at the Queen and Yonge Branch where she demonstrated excellence in both lending and investments. She actively participated in branch community and increasing collaboration to our formerly Wealth Management division. She is a twice recognized Annual Best of the Best BMO Employee for her performances and delivering a great customer service to our clients. Essi holds a Bachelor’s degree in Economics and also successfully completed several certificate and qualification courses. In November, 2018, she joined BMO Nesbitt Burns as a Senior Banker. Essi is committed to the service we provide to our client with their personal and borrowing needs.
During her free time she is an active volunteer with Junior Achievement and have delivered courses to several Grade 8 classes on Economics for Success. She has a passion for teaching the younger generations on how to save and become successful with their banking and financial choices.