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BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Our Partners

Our Partners


Working with the Rorabeck Wealth Advisory provides you with access to the broadest selection of wealth management solutions and services available today through BMO Private Wealth. We work with a team of experts who are able to provide our clients with a holistic approach to investing.

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.
 

Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals.

T
ogether, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
 

John Kimpton
Estate and Insurance Advisor

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

Chris Alward
Senior Private Banker

Chris joined BMO in 2012, and since 2014 has been helping high net worth clients and their families work towards their goals by understanding their unique needs and providing the personalized services and support to help them achieve what they desire.

Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.

Chris volunteers as a soccer coach and business mentor to young people, is an avid home-cook, and enjoys the occasional golf game.