Estate and Insurance Advisor
Tim joined BMO Nesbitt Burns Financial Services Inc. in 2007 and is now 20 years in the financial services industry, having held various wealth and risk management positions. 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 structures of life insurance and living benefits, Tim works with clients to give guidance with estate planning and risk management needs. Whether for a charity, business, not-for-profit organization or personal, Tim is adept in creating custom-designed creative solutions to meet specific needs and wants, and integrates them with wealth management plans.
Tim works with clients by listening to what they want and providing them with strategies for achieving these desires while creating tax efficiency within the client’s personal and/or corporate portfolios. Clients and their respective tax and legal advisory teams have come to trust and rely upon Tim’s valuable knowledge and sound advice.
An active sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community. In particular, he is a dynamic supporter of the Heart and Stroke Foundation, the Kiwanis Club of Toronto (Treasurer elect), the Toronto Kiwanis Foundation (Board Member) and actively participates with and is on the Board of the Toronto Youth Development