1 First Canadian Place
38th floor, P.O. Box 150
Wealth Management Consultant
Robert is a highly-skilled Wealth Management Consultant who assists clients who require a high level of expertise due to their level of wealth. He uses a multi-disciplinary and optimized wealth planning process to address all aspects of wealth. An initial in-depth discovery conversation is conducted, that aligns current wealth, goals, and obligations with the optimized wealth planning quadrants. A customized solution is then designed and applied through a disciplined process, to ensure it is sound and meets specific financial goals.
Robert works with Paul D'Elia to help bring together and manage an extended team of in-house experts on the client's behalf, which could include accountants, lawyers, insurance professionals and tax and estate planning specialists, in order to gain a total perspective on your wealth management needs. Backed by the group's knowledge and expertise, a comprehensive financial plan is tailored for clients, that incorporates their wealth and life management needs, interests and aspirations.
Trust and Estate Planner
BMO Trust Compnay
David has over 20 years of experience as a Trust and Estate Planner. He is also a Certified Financial Planner 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.
Manager, Estate & Trust Planning
Irit has extensive experience as a trusts and estates lawyer at major Toronto law firms, focusing on estate planning, estate administration and estate litigation. Her areas of expertise include wills, trusts, powers of attorney, joint tenancy, and other structures of property ownership used as tools in the implementation of a variety of estate planning strategies.
Irit has published numerous articles on trusts and estates law and was an assistant editor of the Ontario Bar Association's Trusts and Estates Section newsletter Deadbeat, as well as a past contributor to Advising the Family-Owned Business, a publication by Canada Law Book. Irit is a participating member of the Statutory Review sub-committee of the Ontario Bar Association and is a member of the Canadian Bar Association and the Law Society of Upper Canada.
Marta is a dedicated, results oriented Relationship Manager bringing over 25 years of diverse banking experience to the organization. This industry experience includes various positions in retail and private banking as well as international banking. Marta joined BMO Private Banking in 2007 building her client portfolio of high net worth families from a zero base of clients, to managing a book of assets of $141MM. She is a consummate professional with strong communication skills and the ability to balance the needs of internal partners with ease.
Marta is an accredited Personal Financial Planner with deep expertise in all areas of wealth management and lending.
Marta holds a Bachelor’s Degree from York University and is licensed to sell Mutual Funds and has completed her Canadian Securities course.