Tel: 416-359-6136

Address

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Our Partners

 

Robert ter Brugge, B. Comm., CFP®
Director, Wealth Planning
BMO Wealth Management


Robert has over 25 years of professional experience in the wealth management history as a financial planner at BMO, a lead developer of financial planning software at BMO, and as an advisor with major wealth management firms.

Robert 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 support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Using a holistic approach, Robert collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients' other professional counsel. Robert's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

 
 
 
David Tremblett, CFP® TEP
Trust and Estate Planner
BMO Trust Company


David has over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® professional 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.
 
 
 

Silvia Gomes
Senior Private Banker
BMO Private Banking

 

Silvia specializes in the high net worth client segment. She provides a comprehensive and holistic approach to wealth management and her goal is to help her clients and their families plan, manage, monitor, grow and protect their wealth now and in the future.

Silvia has more than 15 years of experience working in the banking and financial markets. Toronto is where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker.

Silvia creates banking packages and 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, Silvia works with a very limited number of clients and their families.