BMO Nesbitt Burns
360 Oakville Place Drive
BMO Nesbitt Burns
475 Queen Street South
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Marcus has over a decade of experience in the financial services industry and works using a goal-oriented approach to create personalized financial plans and portfolios with his clients based on their individual needs and values. He has spent his career focusing on investments, financial planning, and helping affluent families and individuals build their wealth.
Marcus graduated with a bachelors degree in Economics from York University. Subsequently, Marcus completed several securities, derivatives, and financial planning courses through the Canadian Securities Institute and is currently certified as a holder of the Personal Financial Planner designation. When not at work Marcus enjoys training, theatre, traveling, playing sports, and spends the majority of his time exploring the city with his beloved wife, son, and his champion husky.
Piero Mazza- CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant
Piero 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.
He 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.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto
John Paniccia- CPA, CA, CBV
Business Advisory & Succession Planning
John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
Chris Markou - LL.B, B.A (Hons)
Senior Manager, Trust and Estates
As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.
Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario.
He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning
for family members with special needs.
Chris has been actively involved in the community as a member of numerous boardsand committees, and has chaired and presented at several programs for the Ontario Bar Association.
Estate and Insurance Advisor
Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life. His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.
He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes. Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.