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

Contact Us

Our Team / Partners

Philip Burton, CFP® CIM FCSI
Portfolio Manager

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) 359-7407

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

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

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

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
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