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Joseph Fanaki
Kelly McIlwain
Wendi Ferguson
Taylor Zak

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners

 

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.

 

 

Brett Burke, CFP® CIM TEP
Senior Wealth Planning Consultant


Brett counsels high net worth families, executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to her BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family.. 

 

 

James W. Kraft
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.

Accountable 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.

 

 

 

Richard Belley
Managing Director and Fixed Income Strategist


Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 21 years, including seven years in direct sales and trading. Early in his career, Richard worked as an interest rate Futures and Options institutional representative for BMO Nesbitt Burns Inc. and an international bank advising national and international clients. This was followed by a three-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc. In 2011, Richard assumed the role of Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee. 

Richard has been actively managing fixed income portfolios for more than 10 years.
He is a CFA Charterholder and a registered portfolio manager.

 

 

Stéphan Rochon
Vice President and Managing Director, Head of Private Client Research BMO Nesbitt Burns


Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse's Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.

Sté​phane is a Chartered Financial Analyst and holds an MBA from McGill University.