Tel: 416-359-6043

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

About Us

Paul Hartford 
Senior Portfolio Manager & Senior Investment Advisor

Tel: (416) 359-6043
Fax (416) 359-7144
E-mail: paul.hartford@nbpcd.com

Paul has attained the designation of Fellow of the Canadian Securities Institute (FCSI), Professional Financial Planner (PFPr), Portfolio Manager as well as Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Paul is also qualified to provide investment advice to US residents and corporations. As a result of successfully navigating clients through the various
financial crisis’ over the last 35 years, Paul has a significant number of long term clients as well as their heirs.
 
 

Bevis Bullock
Investment Advisor

Tel: (416) 359-7376
Fax (416) 359-7144
E-mail: bevis.bullock@nbpcd.com
 

Bevis is an Investment Advisor who has over 30 years of experience in Institutional Equities with BMO Capital Markets where he was a Managing Director. He held roles as a preferred share specialist, liability trader (managing the firm's capital) and a Senior Sales trader where he advised portfolio managers and traders.

Bevis has been recognized by Brendan Wood International as a Top Gun trader. Bevis Joing Paul Hartford Wealth Management in 2017. 

 
 

Diane Lui
Investment Representative

Tel: (416) 359-6036
Fax (416) 359-7144
E-mail: diane.lui@nbpcd.com
 

Diane Lui joined BMO Nesbitt Burns in November 2010. She graduated from the University of Toronto with a Bachelor of Business Administration. Diane is responsible for overall administrative duties and handles all client documentation. She will liaison with your accountant and lawyer to ensure they have the proper documentation and correctinformation as they work on your behalf

  

Our Partners

 

David Tremblett
Trust and Estate Planner

David brings 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.
   

Rebecca Clark, CPA, CA, CDFA, CFP
Director, Wealth Planning

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan.  Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals.

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.
 
   

Timothy J. Simpson
Vice President, Estate Insurance Advisor

​Having held both wealth and risk management positions in the last 25 years, Tim joined BMO Estate Insurance Advisory Services in 2007. Bringing clarity to complex life events and decisions, Tim consistently delivers a polished and professional approach to risk and wealth management concepts.

By focusing on the communication and structure of client’s financial existence, Tim works to give guidance with estate planning and risk management needs. Whether for a business, not-for-profit organization, strategic philanthropy or individual, Tim is adept in creating custom-designed and creative solutions, and integrates them with wealth management plans.

Ieen Liu
Senior Private Banker

As a Senior Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.

I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

I joined BMO Private Wealth in 2010 and have 32 years of banking and borrowing experience.