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Mario Xu

Fax: 416-591-7466
Tel: 647-382-7676

1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Meet our Team

Mario Xu, B.Eng, CIM, CFP®

Investment Advisor

Tel: 416-359-4515
Fax: 416-359-4942
Toll Free: 1-800-567-3006

Connect with me on LinkedIn

Having begun working in 2005 after achieving an engineering degree at McMaster University, Mario has been a successful investment advisors at BMO Nesbitt Burns. The firm and clients recognize Mario's commitment and success in helping clients understand the wealth growth process.

Mario is also responsible for managing the BMO New China Town branch for high net worth clients. The team has helped clients with their financing, investment, and planning needs.

Mario works with households over $1,000,000 dollars of investable assets.

Sophia Sam

Sales Assistant

Tel: 416-365-6110
Fax: 416-359-4942
Toll Free: 1-800-567-3006


Sophia is a professional with over 10 years of working experience in the financial industry. Sophia enjoys working with clients; her drive to learn and grow, coupled with her sunny personality makes her a definite asset to the team.

Sophia enjoys listening to music, reading and spending quality time with friends and family when she is not working. Sophia was born in Vancouver. Currently, Sophia resides in Markham with her husband and two sons.

        Our Partners 

Andrew Sipes, BA Econmoics, CLU, CFP®

Vice President - Insurance and Estate Advisor

Tel: 416-365-6078

Andrew is a valuable member of my team and is integral in helping my clients create and preserve their wealth. He employs a comprehensive planning process to assess our clients’ wealth management needs, and recommends creative tax-exempt strategies to address them.

Andrew’s primary goals are to reduce the impact of corporate and personal taxes on our clients’ wealth and increase their net worth both during their lifetimes and in the estate.

Andrew began his career in the insurance industry in 1993. He has worked at a number of major insurance companies and investment firms across Canada and is a specialist in the insurance and estate planning field.

David Tremblett, CFP®, TEP

Trust and Estate Planner, BMO Trust Company

Tel: 416-359-5245

David brings over 20 years of experience in the Trust and Financial Planning
Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his Certified Financial planner and is a member of the Society of Trust and Estate Practitioners.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.

Ivanka Horvat

Lending Specialist

Tel: 416-365-6034
Cell: 416-500-6086
Fax: 416-365-6006


Ivanka works with our team as a lending specialist at BMO Bank of Montreal. With over 25 years’ experience in the banking industry, she is able to help clients with all of their lending needs. 

BMO Bank of Montreal offers a wide variety of products including: Personal and Investment loans, Home Owner’s Line of Credit, Personal Line of Credit and Mortgages to name a few. Ivanka customizes a lending plan that offers competitive rates and flexibility to fit your cash flow, repayment and budgeting requirements. She is able to help with a wide range of financing options.


Kitty Hong

Mortgage Specialist

Tel: 416-888-2188
Fax: 416-800-3822

Kitty is committed to helping you find the right lending solution to suit your needs. She is dedicated to ensuring your mortgage experience as smooth as possible. Kitty has over 19 years of lending experience in Toronto.

Kitty can speak Mandarin, Cantonese and English.