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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

Dianne Bissessar
Administrative Assistant

Dianne works with Philip as a front line member of his wealth planning group.  With over 25 years experience in the Financial Services industry, Dianne is an integral member of the team and manages all the day to day administrative aspects of the practice.  

Tel (416) 698-1525

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:
James Kraft
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning.

Tel (416) 359-7278