Skip Navigation

Contact Us

Joey Pang
Wilson Lai
Chris Hanna

Toll Free: 800-387-9314
Tel: 905-897-9614
Fax: 905-897-2631

Address
BMO Nesbitt Burns
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

BMO Nesbitt Burns
100 City Centre Drive
Mississauga, Ontario
L5B 2C9

Estates & Insurance

 

John Kimpton CFP, CLU, TEP, EPC
Estate and Insurance Advisor, Vice-President

We believe that wealth should remain in the control of those who created it. As the team of choice for successful Canadians, John's team brings to each engagement over 50 years of experience and the all resources of BMO Financial Group. The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:
  • Goal identification and finding a unique tax-based solution to your objectives
  • Tax-efficient accumulation and income strategies
  • Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy
  • Corporate and personal risk management
Since joining the firm, John has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.
 
In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.
 

David Tremblett
Trust and Estate Planner

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.