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Peter Lambert

Investment Advisor

Tel: 905-337-2786

Peter Lambert

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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John Paniccia - CPA, CA, CBV
Business Advisory & Succession Planning
John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
 
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
 
Chris Markou - LL.B, B.A (Hons)
Senior Manager, Trust and Estates
 
As Senior Manager, Trusts and Estates in the Wealth Management Group,  Chris provides
guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment 
Advisors with respect to estate and trust matters, including assistance in developing 
comprehensive estate plans and with the administration of estates.
 
Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as 
in-house counsel with an insurance company, and worked in the estates and real
estate groups in one of the largest and oldest law firms in Brampton, Ontario.
 
He provides support and direction on complex issues related to estate, gift and tax
planning, succession planning for business owners, charitable giving and planning
for family members with special needs.
 
Chris has been actively involved in the community as a member of numerous boards
and committees, and has chaired and presented at several programs for the
Ontario Bar Association.