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Melanie Segal
Robert Folliott
Michael Leung
Kristen Walton
Rey Domondon

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners

BMO Partners

 
Brett Burke, CFP®, CIM, LLQP
Senior Wealth Management Consultant


As a member of the Wealth Management Consulting team, Brett works directly with Advisors located in the Toronto - Byrne Division who want to position themselves as their clients' CFO by helping them identify and address the needs and goals of their high net worth clientele. Brett brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors and their clients to develop sound wealth management plans. He provides Advisor support and direction about complex issues such as retirement and distribution planning, tax planning, business succession planning, cash management, estate and gift planning, transition planning and philanthropy.

Brett has been working with high net worth clients and business owners to develop and implement their wealth management strategies for over 11 years. Prior to joining BMO Nesbitt Burns, Brett worked at several major investment management firms. He joined the financial services industry after retiring from a rewarding and successful 20 year career in the Canadian Military.

Brett holds the CERTIFIED FINANCIAL PLANNER® and Canadian Investment Manager (CIM) designations as well as his LLQP. 
 


Karen Sparks, CFP®
Senior Wealth Management Consultant



As a member of the Wealth Management Consulting team, Karen works directly with Advisors located in the Toronto – Brophy Division who want to position themselves as their clients' CFO by helping them identify and address the needs and goals of their high net worth clientele. Karen brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors and their clients to develop sound wealth management plans. She provides Advisor 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.

Karen has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several financial institutions where she supported financial advisors in building their business. Most recently, she worked at an investment counsel firm where she provided high net worth clients with financial planning and investment counseling advice.

Karen holds the CERTIFIED FINANCIAL PLANNER® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University.
 

David Tremblett, CFP®, TEP
Vice-President, Personal Trust Services


With over 20 years of experience in the trust and financial planning field, David believes that estate planning is the cornerstone of any holistic wealth management strategy. David has worked closely with high-net-worth clients and with advisors in the areas of trust, will and estate planning. He makes sure that his clients have a solid estate plan and a qualified executor to help them attain their estate planning goals.

David holds the CERTIFIED FINANCIAL PLANNER® designation and a member of the Society of Trust and Estate Practitioners (TEP).