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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners

Our Partners

Richard Belley, CFA®
Vice President, Fixed Income Strategist & Portfolio Manager

Richard has been involved with Fixed Income and Interest Rate Derivative Markets for over 16 years including 7 years in direct sales and trading.

Early in his career, Richard worked for four years as a Futures and Options Institutional Representative for BMO Nesbitt Burns Inc. as well as an international bank. Richard gained experience in both money markets and bond markets while advising French speaking clients and international accounts.

This was followed in 1997, by a 3-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc. Richard was involved in both the Primary and Secondary Québec Municipal Market. In January 2001, Richard moved to Toronto to join the newly created Portfolio Services Group within the Private Client Division.

In the group, Richard manages fixed income portfolios on a discretionary and non-discretionary basis for Hospitals, Foundations, Municipalities, Universities, Corporations and high net worth individuals. Richard is a portfolio manager and has been a CFA Charterholder since 1999.

Abe Gottesman
Investment Advisor, Portfolio Manager

Abe provides services in a few Canadian provinces and has begun to expand his financial services to some U.S States. He has a disciplined investment philosophy and has created four strong portfolio models. Abe is committed to building lasting client relationships and achieving financial goals.

Abe Gottesman has been in the investment industry since 2001. Abe holds a Bachelor of Business Administration from Baruch College in New York City; a Master’s in Business Administration from the University of Toronto and is a Chartered Financial Analyst holder. Prior to joining BMO Nesbitt Burns, Abe was a Portfolio Manager responsible for North American equities with the multiple award winning Ivy Team at Mackenzie Investments.

When Abe is not following the markets and servicing clients, he is very active in his local community and enjoys spending his spare time with his wife and 3 children.

Silvia Gomes
Senior Private Banker

Silvia has more than 15 years of experience working in the banking and financial markets. Toronto is where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker.

Silvia creates banking packages and 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, Silvia works with a very limited number of clients and their families.

Robert ter Brugge, B.Comm., CFP®
Director, Wealth Planning

Robert brings together the knowledge and experience of our in-house tax and estate professionals. He works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Robert has over 25 years of professional experience in the wealth management industry as a Financial Planner at BMO, a lead developer of financial planning software at BMO, and as an advisor with a major wealth management firm.

Elizabeth Bozek, B.Sc (Hons), LL.B, TEP
Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.

Elizabeth has a wealth of experience in the world of estates and trusts.  She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.  

James Kraft, CPA, CA, MTax
Estate and Insurance Advisor

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.

Greg Woolston
Director, Senior Trust Officer

Greg joined BMO Private Banking as a Director, Trust Services in 2019. Greg is part of the team of professionals at BMO Trust Company. He provides a full range of trust services to high and ultra-high net worth clients of BMO Nesbitt Burns and BMO Private Banking. Prior to joining BMO, Greg spent 29 years in the trust industry, most recently as a Senior Trust Advisor at another major Canadian financial institution. Greg has a BA from York University, majoring in Mathematics for Commerce, is a member of the Estate Planning Council of Toronto, and holds his TEP designation through the Society of Estate and Trust Practitioners (STEP).

John Waters, CPA, CA, CFP®, TEP
Vice President, Director of Tax Consulting Services

John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Private Wealth Advisors and their clients by advising high net worth professionals and families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning expertise, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field. Goal-oriented, John motivates his team to provide a fresh perspective, helping clients fulfill their wealth aspirations.

John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He specialized in a broad range of tax and estate planning issues, including personal, corporate, trusts, partnerships, international and cross border, not-for-profit tax planning and assisted in the design of executive compensation plans. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media, and has also consulted on developing Canadian tax legislation.

John is a Chartered Professional Accountant (CPA, CA), CFP® professional and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen's University.


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