Brett Burke, CFP®, CIM, LLQP
Senior Wealth Management Consultant BMO Nesbitt Burns Inc.
Brett counsels high net worth families,executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to her BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach,Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family.
Rhonda Blanch, B.A., CFP®
Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.