Skip Navigation

Contact Us

Patrick Cooke
Jeff Katzin
Sandra Kozlovic
Kassandra MacIntyre
Michael Peterkin

Address
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

 

Cherie Ahlberg, CFP®
Senior Private Banker

Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker. 

As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families.
 

James W. Kraft
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.

Accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning.

James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

Goal-oriented and collaborative, James's thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. He take the time to listen, empathize and explore options, crafting innovative and tailored solutions that truly move the needle – providing clients and their other professional advisors with the ability to implement concrete, actionable plans to maximize wealth and legacies that align with their visions.
Leading by example, he is dedicated to the community through involvement as an industry speaker, subject matter expert and author – all with the aim of improving the lives of Canadians through smartly structured wealth planning.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.

 

Craig Cowan, CFA, CFP, CIM, FCSI
Director, Wealth Planning at BMO Wealth Management

Craig is a wealth planning specialist, providing comprehensive financial planning advice to high net worth individuals and their families. Working as part of a broader planning team, Craig regularly advises clients on a wide range of topics, including retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies.

Craig is passionate about providing clients with an in-depth view of their finances along with the challenges and opportunities that may exist. Craig brings 15 years of experience assisting clients navigate their wealth planning. With his broad-based industry knowledge, along with his unique ability to break down complex strategies into easily comprehensible action plans, he plays a key role in client relations.
 

 

Dante Rossi, CPA, CA
Director, Tax Planning at BMO Wealth Management

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.
 

Linda Leung, CPA, TEP
Director of U.S. Tax Planning at BMO Wealth Management – Cross-Border Professional

Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the
cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating
high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.
 

John M. Paniccia, CPA, CA, CBV
Vice President, Business Advisory and Succession Planning at
BMO Wealth Management

John is an experienced business advisor and brings a broad base of technical and business
planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, 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.