Estate & Insurance Advisor
Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs.
Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.
Director, Wealth Planning, BMO Private Wealth
Mario has over 18 years of financial services experience in client relationship management and high-net worth planning roles.
He listens to clients to understand the issues that are important to them and draws on his experience to create a customized wealth plan. He focuses on retirement and estate planning, trusts, insurance and complex corporate structures. Mario has spent the last few years preparing comprehensive financial plans for both ultra and high-net worth families across Canada at a major financial institution.
He holds the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations.
Olivia Fei, B.Comm., CPA, CA, TEP
Wealth Planning Consultant
Before joining BMO, Olivia was a senior tax manager at a boutique public account firm in Toronto. Her specialty is on tax planning and corporate restructuring with focus on Canadian owner managed business. She has led multiple merger & acquisition deals and achieved significant tax savings for her clients.
Olivia is also specialized in trust and estate planning. She has been involved in numerous complex estate and trust transactions and assisted her clients from both legal and tax perspectives.
Before joining public practice, Olivia also worked as a tax auditor at Canada Revenue Agency.
In her spare time, she loves travel and discovering new restaurants. Olivia is also fluent in both Mandarin and Cantonese.
John Waters, CA, CFP, TEP
Head of Tax
John's area of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs. John is a Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNER (CFP®) and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B. Comm) From Queen's University.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has expert ice in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts, and partnerships.
Dante Rossi, CPA, CA, CFP
Director, Tax Planning
Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.
Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.
David Tremblett, CFP, TEP
BMO Trust Company, Vice President, Personal Trust
David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
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.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Jonathan Morse, LL.B, LL.M, TEP
Director, Estate Planning
Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.
As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.
Director, Tax Planning
Iris is specialized in Canadian international tax and has extensive experience in assisting individuals immigrating to or emigrating from Canada with their personal tax arrangements. She identifies tax planning opportunities for her clients and helps them to make prudent decisions for their business and financial affairs. Iris brings a unique background and experience that enables her to connect with and guide our high net worth clients.
Iris joined BMO Wealth Management in 2014, following 8 years in a tax consulting and advisory role at a national accounting firm where she assisted Canadian multinational corporations with the financing and structuring of their foreign investments through various cross border strategies and corporate reorganizations.
Manager, US Tax
Linda is responsible for Canadian and U.S. tax planning support and is a Certified Public Accountant (CPA). Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, U.S. and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups. Linda has expertise in U.S. personal tax matters and can provide guidance on cross-border personal income tax issues.
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.