4881 Yonge Street
9th Floor, PO Box 37
We are known for our deep connections and expertise we bring to the mission. We`re happy to chat, (perhaps even grab a coffee) to address all your financial needs in a nurturing, friendly and fun manner.
Please meet our team ...
John Sacke - Investment Advisor, CIM
Bayla is a skilled investment professional with 8 years of experience in the financial services industry and a focus on investments and financial planning. Bayla's commitment to client needs and achieving their financial goals have helped the team provide individuals, families, entrepreneurs, business professionals and corporations expert financial advice and developing a plan that is right for their needs.
John is a seasoned investment advisor with a sharp focus on financial services communications, John's dedication and diligence is greatly appreciated by his team's clients. John is known for going above and beyond the call of duty in delivering excellence for his clients. Read John's full profile here
Bayla Lazarus - Associate Investment Advisor, Financial Planner, CIM, PFP
Chris Alward - Senior Private Banker
Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border.
Tracy McClure - Director, Wealth Planning - CPA, CA
Tracy counsels high net worth families and entrepreneurs on Wealth Planning solutions, providing support to her BMO colleagues as part of an integrated wealth planning team. Levering accounting and tax consulting expertise, she offers the unique ability to connect with affluent Canadians on a deeper level, helping to articulate their wealth aspirations at any stage. Fostering a consistent,value-add approach, Tracy takes the time to truly understand what drives our clients, creating innovative and tailored solutions for every family. Read Tracy's full profile here
Tim Simpson - Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Tim joined BMO Estate Insurance Advisory Services in 2007 – and with two decades of experience in financial services, he delivers a polished and professional approach to the business. Tim is responsible for wealth management concepts, life insurance as well as living benefits. Tim guides clients with respect to estate planning and risk management needs by creating custom-designed solutions to meet specific requirements, integrates them with wealth management plans. An active Sports enthusiast and philanthropist, Tim believes in giving back. In particular, he supports the Heart and Stroke Foundation, Kiwanis Club of Toronto (Treasurer elect), the Boys and Girls Club of Toronto (Ex-officio Board Member) and is on the Board of Directors of the Toronto Youth Development Organization. Read Tim's full profile here.