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
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
Deloris Minnis - Mobile Lending Specialist
Deloris, an 18 year BMO employee plays a key role for the team's clients. Deloris joined Bank of Montreal in 1997 as a customer service representative where she was responsible for attending to the everyday banking needs of BMO’s customers. After serving in numerous roles of increasing responsibility, Deloris was promoted to a mobile lender in 2011 where she is responsible for extending BMO’s broad range of lending-based products to the group's clients. Deloris prides herself on her pinpoint focus with respect to the many details and moving parts in structuring lending arrangements to meet even the most discerning of clients.
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.