BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Meet our Team
Tel (416) 488-7155
Fax (416) 488-8144
E-mail: Jordan Daiter
Jordan has worked with clients in the financial services industry for 13 years and joined BMO Nesbitt Burns in January of 2010. He is currently working towards his Certified Investment Manager designation and is a graduate of the University of Toronto with a BA in History.
Jordan lives in Toronto with his wife and enjoys sports, travelling and reading history and biography.
Tel (416) 359-7642
Fax (416) 359-7240
E-mail: Alex Gallello
Alex Gallello joined the Bank of Montreal In 2015, and has been part of the Nesbitt Burns family since 2017. Alex works closely with Katie to fulfill clients administrative requests in an accurate and timely manner.
(Maternity Leave, Returning Spring 2020)
Katie Piotrowski joined the team in 2007 after working in a customer service role at the Bank of Montreal. Katie oversees all aspects of client services including cheques and transfers, deposits, documentation and account maintenance. She is a fully licensed representative able to execute trades and excels in client service. Clients can always contact Katie directly with questions or updates on administrative matters.
Cherie Ahlberg, CFP®
Senior Private Banker
Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker.
As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families.
James W. Kraft
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.
Acountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning.
James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
Goal-oriented and collaborative, James's thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. He take the time to listen, empathize and explore options, crafting innovative and tailored solutions that truly move the needle – providing clients and their other professional advisors with the ability to implement concrete, actionable plans to maximize wealth and legacies that align with their visions.
Leading by example, he is dedicated to the community through involvement as an industry speaker, subject matter expert and author – all with the aim of improving the lives of Canadians through smartly structured wealth planning.
He work collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.