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Larry Moody
Drew Oliver

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Our Partners

Andrew Chambers, Lending Specialist, BMO Financial Group:

BACKGROUND:

Andrew is our dedicated Bank of Montreal Lending Specialist. He has been working to bring clients together with the bank for over 7 years. During this time he has developed the technical and product knowledge necessary to find the best solutions for people interested in arranging a loan or mortgage.

MAIN FOCUS:

Andrew’s main focus is mortgages and he is happy to discuss mortgage strategies and options at any time. He can also secure other types of loans for people such as secured and unsecured lines of credit, vehicle and other personal loans and even credit cards. Commercial referrals are also available upon request.

Through his experiences dealing with borrowers over many years Andrew has developed the ability to explain complex mortgage terms and conditions in clear and basic language.

TESTIMONIAL:

"Andrew was right there for us when we needed a bridge loan. We were extremely impressed with the professionalism he practiced throughout the deal, from the start to the finish. What was thought to be a difficult deal; Andrew made it a breeze. Professionals like Andrew are a rare find and we shall think of BMO the next time we may need assistance.”

FUNDING:

You may be thinking of a new kitchen, or a whole new house. Your car may be on its last legs or perhaps you need a second car? You may need a bridge loan to close a difficult real estate deal or you may wish to renew and refinance at lower rates. Whatever your interest Andrew can help you navigate the complex world of ever changing interest rates and product offerings.

Andrew Chambers is an employee of Bank of Montreal, an affiliate of BMO NBI. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.
 
David Tremblett, CFP, TEP
Trust & Estate Planner
BMO Trust Company
Tel: (416) 359-5245
E-mail: David.Tremblett@bmo.com


David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. During that time he was worked extensively with our clients in the area of Estate, Will and Trust Planning.

IF YOU ARE AN EXECUTOR:

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

IF YOU NEED AN EXECUTOR:

If you are considering using and appointing a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration. It is not uncommon for an estate to take upwards of a year to settle. If your loved ones are not up to the task BMO Trust Company can be named in your will as a Corporate Executor. As a Corporate Executor, we understand the tasks involved and how to get them done effectively.We can also help with Estate Planning. When considering who to appoint as an Executor, look for the following qualities: Knowledge, Accessibility, Fairness, Integrity and Emotional Stability.

David has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners. He is committed to providing expert estate planning and ensuring that our clients have a capable executor that can fulfill their duties competently.