2 St. Clair Ave. West
|Working with the Rorabeck Wealth Advisory Group provides you with access to the broadest selection of wealth management solutions and services available today through BMO Nesbitt Burns. We work with a team of experts who are able to provide our clients with a holistic approach to investing.|
|Wealth Management Consulting Team
BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom Rorabeck Wealth Advisory Group can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.
Senior Wealth Management Consultant
BMO Nesbitt Burns
Email: Karen Sparks
As a member of the Wealth Management Consulting team, Karen brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
She provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Karen has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several financial institutions where she supported financial advisors in building their business. Most recently, she worked at an investment counsel firm where she provided high net worth clients with financial planning and investment counselling advice.
Karen holds the CERTIFIED FINANCIAL PLANNER® or CFP® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University.
|Estate and Insurance
Many people are concerned about their financial security in retirement and preserving the value of their estate for the next generation. Asset preservation is an integral component of any financial plan. Insurance can play an important role in your financial plan as a tax-efficient asset preservation tool. In working closely with Vernon Wealth Management and our Estate and Insurance Advisors we can provide you with the insurance solutions best suited to complement your wealth management strategy.
Estate and Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
Tel.: (416) 359-6965
Email: John Kimpton
With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies.
Starting in the financial planning industry in 1990, he has worked with case files that range from straightforward to some of the most complex Tax and Estate planning strategies in the business. From this experience, he finds that most clients appreciate the process that he works with which includes:
1. Goal identification and problem finding
2. Life, Disability, Critical Illness and Long Term Care Insurances
3. Estate planning to achieve tax mitigation, legacy maximization and philanthropic endeavors
4. Corporate and personal risk management Intergenerational wealth planning
5. Tax-efficient accumulation and income strategies
|Estate and Trust Services
Now that you have built your wealth, you want to safeguard your prosperity for the future. Through our partners at BMO Trust Company they are able to help guide in the preservation and transfer of your assets. An effective estate and trust plan expresses your deeply held values and priorities – what's important to you. You want the assurance that:
• Your loved ones will be protected
• Your wishes will be carried out
• The transfer to your heirs will be smooth and orderly
Allow us to look after your interests as you pass on your wealth to your family members, generations to come and to the causes you hold dear.
Trust & Estate Planner
BMO Trust Company
Tel.: (416) 359-5245
Email: David Tremblett
David brings 20 plus years of experience in the Trust and Financial Planning Industry where he has played the role of a Trust and Estate Planner and more recently a business development role. David has worked extensively with High Net Worth clients and advisors in the area of Estate, Will and Trust Planning. He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.