Tel: 416-359-4364

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

Our Team

Our Team

 

Mike McPhillips, M.Sc., CIM, FCSI
Senior Portfolio Manager

Tel: 416-359-4364
Fax: 416-359-1930
Email: mike.mcphillips@nbpcd.com
 
Michael is a graduate of St. Francis Xavier University and he completed graduate studies at the London School of Economics, earning a Masters of Science (Economics).

After four years as an analyst at a major Canadian multinational, Michael joined BMO Nesbitt Burns in 1983 as an Investment Advisor. Beginning in 1986, he has held a number of management positions within the Private Client Division and he was appointed Vice President in 1991. Mike has been managing client portfolios exclusively since 1997.
 

Hani Zakaria, CFA
Portfolio Manager

Tel: 416-359-5472
Fax: 416-359-1930
Email: hani.zakaria@nbpcd.com
 
Hani holds a Bachelor of Commerce, Specialization in Finance and in Management, from the Rotman School of Business at the University of Toronto. He is also a CFA (Chartered Financial Analyst) Charterholder.
 
While completing his B.Comm, Hani was selected through Rotman for an internship position with the firm and remains a dedicated team member today, eight years later in his full-time Investment Advisory position. The breadth of his CFA & university training in Investment Management and Capital Markets, coupled with the practical experience he gained at BMO Nesbitt Burns provide a valuable combination of academic insights and real world know-how.
 
In his time away from the office, Hani has acted on both stage and television as well as being an accomplished musician. Some of Hani’s philanthropic passions include the Bay Street Performers, benefitting Arts For Children And Youth, as well as the Friends For Life Bike Rally, benefitting the Toronto People With Aids Foundation.
 

 

Samuel Mok
Sales Assistant

Tel: 416-359-4031
Fax: 416-359-1930
Email: samuel.mok@nbpcd.com
 
Sam completed his Bachelor of Commerce at the Smith School of Business at Queen's University. He has been with BMO since 2018, starting out in retail banking and most recently in commercial lending operations. Prior to joining the bank, Sam had been managing marketing and communications for a non-profit organization and continues to be active in his church community. He loves a great conversation so feel free to reach out to him for a chat!


 

Our Partners

JM Durrant 
Vice President, Estate & Insurance Advisor

Tel: 416-365-6078
Email: johnmichael.durrant@bmo.com
 
John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients maximize their wealth, minimize tax, enhance philanthropic goals, and providing peace of mind. 

Collaborating with our team, other specialists within the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. He is also a life Insurance advisor with BMO Estate Advisory Services Inc.

 
Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.


 

 

Ieen Liu, PFP
Senior Private Banker

Tel: 416-359-8708
Email: ieen.liu@bmo.com