Tel: 416-590-7661

Address

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Contact Us

About Us

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

Email: John.Sacke@nbpcd.com 

John is a seasoned investment advisor and associate portfolio manager, focused on delivering excellent returns.  Committed to building enduring relationships with his clients, John is a sharp listener and a voice-of-reason.  John pays attention to the even the smallest of details by working closely with his clients.  An active trader, John is opportunistically conservative. When not working, John spends his time listening to music and enjoying nature. Read John's full profile here

Bayla Lazarus, CIM, PFP
Associate Investment Advisor, Financial Planner

Email: Bayla.Lazarus@nbpcd.com 

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.

Devanshi Mehta
Investment Representative

Email: devanshi.mehta@nbpcd.com 

As the team’s Investment Representative, Devanshi is responsible for all client account administration – a key part of the practice.  Devanshi joined the company in early 2021 and plays an important role in the team’s success.  Devanshi is responsible for ensuring currency of all clients’ information and the seamless flow of paper and correspondences.  When not working, Devanshi can be found playing badminton and basketball. Devanshi also likes spending time with her family and  friends.  Devanshi is a chocoholic, and won’t reveal what her favorite chocolate is.  Devanshi is an avid traveller – Paris is her favorite city – why?  “It’s the city of love”, says Devanshi.
 

About Our Partners

 

Mila Luka
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.

 

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.

 

Hill Su, CPA, CA, CFA, MAcc
Director, Wealth Planning 

 

Hill works with high-net-worth clients to design holistic wealth plans. With his proven track record of planning for wealthy families and a strong background in tax, Hill adds his knowledge and skills to the overall client experience. Acting as the lead planner on complex client situations, Hill collaborates with a team of specialized planners to deliver customized and comprehensive wealth plans to our clients. Hill is fluent in Mandarin and enjoys playing and watching basketball in his time outside of work.
 
Hill joined BMO Wealth Management in February 2019. Prior to joining BMO, Hill worked with a boutique wealth management firm advising professionals and business owners on financial planning, tax planning, and estate planning. Hill is a CPA, CA and earned his charter with PwC. He also holds the CFA designation. Hill’s education background includes a Master of Accounting degree and a Bachelor of Accounting and Financial Management degree, both from the University of Waterloo.

 

Dante Rossi
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.

 

Karen Sparks
Wealth Management Consultan

 

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