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Peter Gordon
Paul Larsh
Rhonda Blanch

Tel: 416-359-4084

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Our Partners

 

John Michael Durrant
Vice President, Estate & Insurance Advisor

John Michael is an expert in his field and a valuable member of my team. He has been working with high net worth clients with a targeted insurance focus for over 20 years.

He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients by maximazing their wealth, minimazing tax, enhancing philantropic goals, and providing peace of ming. Collaborating with my team, other specialists within the BMO Wealth Group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate invemtment dollars.
   
John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. He is life licenced in Ontario, Alberta and BC.
 
Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.
 

John Waters, CPA, CA 
Vice President & Head of Technical Expertise, Tax & Estate Planning

John is a Chartered Professional Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen's University. Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John’s areas of expertise include personal tax, and financial and estate planning for High Net Worth individuals, executives, and entrepreneurs. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of issues concerning the taxation of individuals, corporations, trusts and partnerships.

Linda Leung, CPA 
Manager, US Tax of BMO Wealth Management

Linda is responsible Canadian and U.S. tax planning support. Linda is a Certified Public Accountant (CPA). Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, U.S. and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups. Linda has expertise in U.S. personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.
 

Ivanka Horvat
Senior Private Banker at BMO Private Banking

Ivanka has been with BMO Private Banking since January 2017. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations. She is highly committed to developing relationships built on trust. From everyday banking needs to complex lending requirements, Ivanka is always available to provide solutions based on clients particular needs.
 

James P. Murphy, Director, Wealth Planning, B.Comm, MBA, CFP, CIM, FCSI, CIWM, TEP,

Jim brings together the knowledge and experience of our in-house tax and estate professionals.  Jim works with advisors and their clients to develop sound wealth management plans.  He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.