Address

BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

Our Team / Partners


Philip Burton, CFP® CIM FCSI
Portfolio Manager / Wealth Advisor



Philip started his career over 25 years ago and has built a successful practice working with individuals, families, and businesses.  Over the span of Philip's career - he has written articles for the Globe & Mail - been featured in the Toronto Star - and taught courses on Investing as an Instructor with the Investor Learning Centre of Canada.  Philip is a Chartered Investment Manager and also holds a CERTIFIED FINANCIAL PLANNER® designation.

Tel (416) 698-2290
Email  philip.burton@nbpcd.com


Graham Smith
Administrative Assistant

Graham works with Philip as a front line member of his wealth planning group.  Graham is an integral member of the team and manages all the day to day administrative aspects of the practice.  

Tel (416) 359-5510
Email  Graham.Smith@nbpcd.com 


Wealth Planning Partner:
Cherie Ahlberg, CFP®
Senior Private Banker, BMO Private Banking



Cherie brings more than 18 years of experience in banking and financial markets to her role as Senior Private Banker servicing business owners, entrepreneurs, high net worth clients and their families.

Tel (416) 359-7207
Email  Cherie.Ahlberg@bmo.com​


Wealth Planning Partner:
David Tremblett
Trust & Estate Advisor, BMO Trust Company



David brings over 20 years of experience to Philip's wealth team in his capacity as a Trust & Estate Planner.  He has worked extensively with our clients in the areas of Estate, Will, and Trust planning for many years - and is committed to ensuring that all our clients have access to extended and comprehensive advice in this area.

Tel (416) 359-5245
Email  david.tremblett@bmo.com


Wealth Planning Partner:
Rhonda Blanch
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services



A CFP professional, Rhonda’s 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.

Tel (416) 359-7650
Email Rhonda.Blanch@nbpcd.com


Wealth Planning Partner:
Dante Rossi
Director, Tax Planning at BMO Wealth Management



Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team.

Tel (416) 359-4032
Email dante.rossi@bmonb.com 
Wealth Planning Partner:
Jason Skentzos, MBA, CFP®, CIM, FCSI
Director, Wealth Planning at BMO Wealth Management



Jason is a wealth planning specialist, providing comprehensive financial planning advice to high net worth individuals and their families. Working as part of a broader planning team, Jason regularly advises clients on a wide range of topics, including retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies.

Tel (416) 359-5449
Email jason.skentzos@bmo.com