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Paul D'Elia
Nino Lucci
Richard Marshall
Priscilla Radam
Chantalle Baboolal
James W. Kraft

Tel: 416-359-6136

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners


Paul Anianov, CPA®, CA®
Director, Wealth Planning
BMO Wealth Management


Paul is passionate about providing high net worth individuals, families and business owners with comprehensive wealth planning advice including retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight, value-added tax efficient strategies and unique foresight into a diverse range of situations, facilitating actionable recommendations.

Paul joined BMO Wealth Management in 2018, after working as a Senior Tax Manager at a major accounting firm, where he was responsible for the planning for privately held businesses and high net worth individuals. Paul has close to 10 years of public accounting experience as a trusted business and tax advisor. As well, Paul was an instructor and group study facilitator for the CPA Canada In- Depth Tax Part I Group Study Course.

 
 
 
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.