Your Partners

With over 15 years of experience working in the financial services industry, Jason’s goal, as part of the BMO Wealth Planning team, is to educate and empower business owners, entrepreneurs and high net worth clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Using a holistic approach, Jason collaborates with his investment, banking, trust, estate and tax colleagues to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

Jason currently lives in Toronto with his wife Carley, and in his spare time enjoys golf, tennis, skiing and traveling to personally unexplored destinations.

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.

Stefan brings a broad-base of technical and business planning experience to BMO Private Wealth. He offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer. Stefan has more than 12 years of experience providing leading insight to complex business valuations and business advisory engagements for private and public companies. He specializes in the M&A field, corporate reorganizations and income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax and estate planning for private business owners. 

James provides 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.

He works 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 has been involved with Fixed Income and Interest Rate Derivative markets for over 20 years including 7 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 then for an international bank advising national and international clients. This was followed by a 3-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc.

In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He has been a CFA Charterholder since 1999 and is a registered portfolio manager.