BMO Nesbitt Burns
132 Trafalgar Road
BMO Nesbitt Burns
429 Elizabeth St.
Piero Mazza- CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant
Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides 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.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.
Chris Markou - LL.B, B.A (Hons)
Senior Manager, Trust and Estates
As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.
Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario.
He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning
for family members with special needs.
Chris has been actively involved in the community as a member of numerous boardsand committees, and has chaired and presented at several programs for the Ontario Bar Association.
Frank Lapierre - CFP®, CLU
Estate and Insurance Advisor
Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life. His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.
He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes. Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.
John Paniccia - CPA, CA, CBV
Business Advisory & Succession Planning
John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
Noel Perera - CMA, CPA, CA
Director, Tax Planning
With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.
Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.
David Tremblett - CFP®, TEP
Trust and Estate Planning
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will, and Trust planning. He has earned his Certified Financial Planner and is a member of the Society of Trust and Estate Practitioners.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, David can simplify your life by helping you fulfill your duties, and act a your agent.
David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.
Arthur Tu - CFP®, CIM
Arthur specializes in working with successful Canadian families; he is committed to helping his clients by focusing on what is important to them and managing their vision holistically witha dedicated team of highly disciplined wealth management specialists.
Arthur's experience in the areas of wealth and financial planning has taught him two things- every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with a dedicated team of specialists.
Arthur has an Honours Bachelor of Science degree from University of Toronto, holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designation.
Jeffrey Justin - CFP®
Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team.
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs.
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation. He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.