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Jordan Winter, CIM®, FCSI®

Investment Advisor & Assistant Branch Manager

Tel: 905-897-5985

Jordan Winter, CIM®, FCSI®
Stephanie Winter

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

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Our Wealth Consulting Partners

 

Piero Mazza - CFP®, CFA, CIM, RPA, TEP

Senior Wealth Management Consultant

Email: Piero.Mazza@bmonb.com
 

As a member of the Wealth Management Consulting team, Piero 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.
 
He 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.
 
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
 
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.

 
 

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David Tremblett - CFP®, TEP

Trust and Estate Planner

Email: David.Tremblett@bmo.com
 

David brings over 20 years of experience in the Trust and Financial Planning
Industry as a Trust and Estate Planner. David has worked extensively with our
clients in the area of Estate, Will and Trust Planning. He has earned his Certified
Financial planner and is a member of the Society of Trust and Estate Practitioners.

If you have been appointed as executor or trustee and find the responsibility
too onerous or time consuming, we can simplify your life by helping you fulfill
your duties, and act as your Agent.

David is committed to providing expert estate planning and ensuring our clients have a
capable executor that can fulfill their duties.

 

 
 
 

Frank Lapierre, CFP®, CLU

Estate and Insurance Advisor

Email: Frank.Lapierre@bmo.com
 

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.

He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.

 
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John Paniccia - CPA, CA, CBV

Business Advisory & Succession Planning

Email: John.Paniccia@bmo.com
 

John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
 
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

 
 
 

Arthur Tu - CFP®, CIM

Senior Private Banker

Email: Arthur.Tu@bmo.com
 

With almost a decade of extensive banking experience attained from working in various wealth-advisory roles across some of Canada's largest financial institutions, Arthur firmly believes he is able to advise and guide his clients with great insights and clarity.  Through Arthur, clients can also access an array of customized, integrated banking and wealth solutions for individuals, executives, holding companies and professional corporations.
 
Arthur's experience in the areas of wealth and financial planning has taught him two things - every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with your Nesbitt Burns advisor and associated specialists.

 
 

 

Jeffrey Justin - CFP®

Private Banker

Email: Jeffrey.Justin@bmo.com
 

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team. 
 
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs. 

Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.