Team Members and Partners
Over the last 17 years I continue to work with my Professional and Business client’s other trusted professionals to ensure we as a team are working cooperatively for our client’s best interests. Leveraging other professional resources of BMO Nesbitt Burns also ensures all involved are collaboratively working on tax, income and estate strategies on behalf of our clients. We bring financial peace of mind to our clients so they can focus on what is important to them, their family and their business.
Our existing clients are our most enthusiastic supporters.
The "Spasiuk Investment Advisory Group" and partners offer:
- Tax minimization strategies
- Comprehensive financial, retirement and estate planning
- Proactive, conservative portfolios partially including very successful alternative investments
- Cost efficient investing
- US tax planning support
- Business succession planning
- Charitable giving - Foundations and charitable giving
- Estate and Insurance advising
- Private banking
- Corporate executorship
- Trust services
Janice runs the day-to-day client service and administration of the practice
Estate and Insurance Advisor
Jeremy leads conversations and reviews to help clients understand the implications of their life insurance, business succession and estate plans
MTI, TEP, EPC
Vice President, Trust Services
Administers Estate, Trust, Power of Attourney and Charitble Foundation accounts. As a Corporate Executor and Trustee for high net worth clients, Shawna helps families effectively plan for the transfer of wealth to the next generation and deal with all the fiduciary responsibilities.
Senior Private Banker, BMO Private Banking
As your wealth grows, your banking and borrowing needs can become more complex and require dedicated attention and expertise. Sowon is an experienced private banking professional who recommends and implements various banking and borrowing solutions that are customized for each client.
B.A., D.C.S., B. Ed., LLB.,
Sr. Manager Trusts and Estates
Has significant expertise in Wills, Trusts, Powers of Attourney and implementation of various estate planning strategies.
Sr. Manager US Tax
Provides clients and their accountants with the latest Canadian and US tax planning support.
CA, Mtax, CFP, TEP.
VP and Head of Business Succession Planning
Consults with high-net-worth families with respect to their businesses, tax and estate planning needs.