Address

BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
Map

Contact Us

Our Partners

Victor Lu, CPA, CA CFA, CFP®
Director, Wealth Planning

As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.

Stuart Clark, MTax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future. 
Stuart will work as a member of your BMO Wealth Management team to ensure that any strategies proposed will complement your wealth plan and enable you to more efficiently reach your family wealth planning goals. As an integral component of your BMO Wealth Management team, Stuart will coordinate participation and strategize with the BMO Wealth Management team and external advisors, such as lawyers and accountants to ensure the most effective results for our clients.
 
Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

Stuart is a member of the Canadian Tax Foundation, Society of Trust and Estate Practitioners (STEP), and is Past President/Chair of the Waterloo Wellington Estate Planning Council. He holds a Bachelor of Arts (Honours) degree from the University of Western Ontario, as well as a Masters of Taxation from the University of Waterloo.

 

 

Maria Dollinger
Director, BMO Trust Company

Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions.

As Director and Senior Trust Officer Maria is responsible for managing a complex book of accounts, and services clients throughout the GTA North region. Maria works effectively with executors and beneficiaries, and provides them with peace of mind, knowing there is stability and continuity in the relationship. She is dedicated to her clients and provides a personalized service tailored to their specific needs.

Maria brings to each client the necessary skill set to provide both technical expertise and sensitivity to the complexities of each unique client scenario.

Maria is a member of the Society of Trust and Estate Practitioners (STEP).


Read more about the services we offer.