Toll Free: 800-387-9314
50 Burnhamthorpe Road West
100 City Centre Drive
At BMO Nesbitt Burns, we are committed to ensuring that clients with comprehensive wealth management needs work with acknowledged experts in investing, planning and wealth solutions. Wealth Planning is a national group of highly accredited professionals, lawyers, accountants, and certified financial planners providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns advisors, in addressing your financial situation.
The BMO Nesbitt Burns Wealth Planning Group partners with BMO Nesbitt Burns Investment Advisors and follows a multi-disciplinary optimized wealth planning process to address all aspects of your wealth. We begin with an in-depth discovery conversation that aligns your current wealth, your goals and your obligations.
BMO Nesbitt Burns has assembled a highly-skilled team of industry experts and designated specialists that our team is able to partner with to manage your wealth needs.
The Wealth Planner will work with us to help bring together and manage an extended team of in-house experts on your behalf, which could include accountants, lawyers, business succession, cross-border, insurance, tax and estate professionals to gain a total perspective on your wealth management needs. Backed by the group’s knowledge and expertise, your Investment Advisor will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.
As your needs evolve or changes in your situation occur, we will identify opportunities and recommend solutions so you remain on track to achieve your goals.
Our Wealth Partners
Piero Mazza CFP®, CFA, CIM, RPA, TEP
Director, Wealth Planning
As a member of the Enterprise Wealth Planning team, Piero develops Wealth Plans for clients in support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Chris Markou LL.B, B.A. (Hons)
Director, Wills & Estate
As Director, Wills & Estates in the Enterprise Wealth Planning team, Chris provides guidance to BMO Nesbitt Burns Wealth Planning and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate
John Paniccia CPA, CA, CBV
VP, Business Advisory & Succession Planning
As a member of the Enterprise Wealth Planning team, John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
Director, Tax Planning
As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.