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Paul Litman, BA, MBA, CFP®, CIM
Christina McInnis

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Ray Abi-Abdallah, CFP®
Senior Private Banker, BMO Private Banking

Ray has worked in the banking industry for 25 years.He has held previous roles as Finanical Planner, Branch Manager and Financial Services Manager over his tenure with the bank. As a Private Banker, Ray's responsibilities include the day-to-day banking activities of our high net worth clients including lending, mutual funds and term deposits as well as all of the axillary services offered through the bank. Ray manages a portfolio of high net worth clients for the Private Bank and its partners in the Greater Toronto Area and provides a very high level of service to his clients.

Ray holds a designation as a CERTIFIED FINANCIAL PLANNER® professional diploma in Financial services.

Ray has worked for BMO Financial Group for 25 years.

 

Chris Alward
Senior Private Banker, BMO Private Banking

Chris joined BMO in 2012. He helps high net worth clients and their families work towards their goals by understanding their unique needs and providing personalized services and support to help them achieve what they desire. With extensive managerial and operations experience outside the banking sector, Chris views clients' needs from a unique perspective, having been "in their shoes" when acquiring real estate, negotiating agreements, managing cash flow and when building and running businesses.
 

Dante Rossi, CPA, CA, CFP®
Director, Tax Planning at BMO Wealth Management

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

 

James W. Kraft
Estate and Insurance Advisor, Vice-President

James is accountable for providing estate and insurance advice to high net worth clients through sophisticated, forward-thinking wealth management planning. He offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience - more than 20 years of specialized tax, estate, and insurance expertise - and a unique understanding of the financial and emotional complexities of family wealth.
 

Tim Simpson
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services

Tim joined BMO Nesbitt Burns Financial Services Inc. in 2007 and is now 20 years in the financial services industry in 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 managment plans.

 

David Tremblett, CFP, TEP
Vice President, Personal Trust at BMO Wealth Management

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with clients in the area of Estate, Will and Trust Planning.
 

Stéphane Rochon
Managing Director and Head of Private Client Research

Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team’s publications.

Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. He also managed the Credit Suisse Focus List and outperformed the S&P 500 seven consecutive years. Prior to joining Credit Suisse in 2004, he spent six years working with a major Canadian bank in Toronto.

Stéphane is a CFA charter holder and holds an MBA from McGill University.

 

 

Vince Sansalone
U.S Equity/Option Trader BMO Nesbitt Burns

Vince has over 25 years of experience in the investment industry at BMO Bank of Montreal, focusing on trading; Preferred Shares, Canadian Convertible Debentures and high yield Canadian Corporate Bonds. Vince is a CFA charter holder and graduate of York University in Business Administration.

In addition to trading, Vince is also responsible for helping build a reblance preferred share portfolios and provide insight on current market conditions in the Canadian Preferred market.