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Peter Gordon
Paul Larsh
Rhonda Blanch

Tel: 416-359-4084

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners

 

Rhonda Blanch B.A, CFP®
Insurance & Estate Advisor, BMO Nesbitt Burns Financial Services Inc.

Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
 

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.
 
 

Sarita Sharma,
Lending Specialist of BMO Bank of Montreal

Sarita is a BMO Bank of Montreal Lending Specialist working in Toronto downtown and surrounding area. She has been working to bring clients together with the bank for over 24 years. During this time she has developed knowledge and expertise to find the best solutions for people interested in arranging a mortgage, line or credit and a loan.

Paul Larsh,
Sales Assitant

Paul joined BMO Nesbitt Burns in 2016 as a Sales Assistant.  Prior to joining Nesbitt, Paul worked in Trade Settlements at RBC Capital Markets.  Paul holds an Honours Bachelor of Arts in Applied Economics from Carleton University, and is currently working towards the CFA designation.
 

James P. Murphy, Director, Walth 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.