BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
We are known for our deep connections and the 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:
About Our Team
John Sacke, CIM
Investment Advisor, Portfolio Manager
“We win and service business the old fashioned way --- one client at a time with a customized, team-based approach --- and it works”. Background. Having arrived in Toronto in 1988 from South Africa, I am indeed privileged to call this city my home. With a background in public and investor relations, I'm known for my sharp listening skills resulting in delivering customized solutions. I live a healthy and disciplined lifestyle. I love my life, my wife and our two adult children. Business Philosophy I firmly believe our clients' interests are best served by taking a diversified portfolio approach to investing and employing the principles of dollar cost-averaging to take advantage of market volatility and enhance returns. We work closely with our clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, we design an investment strategy that best fits their needs. The Importance of a Sound Investing Partnership Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or to finance a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex market place. Service Excellence I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. We regularly review goals, strategy and portfolio performance with our clients.
Bayla Lazarus, CIM, PFP
Associate Investment Advisor, Financial Planner
Bayla, a skilled investment professional with eight years of experience in financial services, focuses on investments and customized financial planning. Bayla's commitment to the needs of her clients ensures their financial goals are met. Her sage counsel and accuracy in financial planning delivers individuals, families, entrepreneurs, business professionals and corporations very necessary peace-of-mind. In her spare time, Bayla enjoys taking boxing classes.
“Fast, friendly and efficient service with client needs always top of mind”. As a licensed representative, Devanshi is responsible for ensuring the smooth operations of the team as it relates to the entire document management and workflow process. Working across numerous disciplines, Devanshi recognizes that time is of the essence in all the team. She excels in ensuring the administrative aspects of the John Sacke Wealth Management Team keeps pace with its speed an agility. Whether it be transfers, beneficiary changes, daily banking needs, client liaison or the plethora of required process to ensure smooth client interactions. Devanshi prides herself on service excellence at every step of the way. Prior to joining The John Sacke Wealth Management Team at BMO Bank of Montreal, Devanshi served as a client officer at CIBC whereas part of the client service team, was responsible for providing a full suite of administrative support to the company’s client nationwide. There Devanshi honed her administrative skills, so much in demand by the business today. When Devanshi is not heads down in ensuring the team’s smooth operations and administration, she can be found playing competitive badminton or finger painting – two unusual and interesting pastimes. Devanshi graduated from the University of Ahmedabad in India with her Bachelor of Commerce Degree with a major in Accounting.
About Our Partners
Senior Private Banker
Mila is a trusted partner who provides financial solutions which meet the complex financial needs of affluent market. Mila has spent over 20 years with BMO creating solutions for clients. Her extensive background in personal and commercial financing products includes developing market leading financial products for individuals and businesses. Mila has experience dealing with various corporate structures and unique needs of business owners.
In addition to developing products, Mila was head of the pricing department at BMO and possesses a deep knowledge of interest rate environment, drivers and economic forecasts. This is particularly useful in helping clients navigate during times of economic uncertainty or changing personal and business circumstances. Clients can rely on Mila to provide thoughtful recommendations based their needs and goals. Extra value is gained through the addition of partners and experts who provide insight on estate planning, tax planning, trust services, philanthropy and economic forecasting. The team approach helps keep you on track to meet your financial needs.
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.
Dante Rossi, CPA, CA
Director, Tax Planning
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.
Wealth Management Consultant
As a member of the Wealth Management Consulting team, Karen brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
She provides 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.
Karen has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several financial institutions where she supported financial advisors in building their business. Most recently, she worked at an investment counsel firm where she provided high net worth clients with financial planning and investment counselling advice.
Karen holds the CERTIFIED FINANCIAL PLANNER® or CFP® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University
Jonathan Morse, LL.B, LL.M., TEP
Director, Estate Planning
Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.
As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister