80 King Street West
St. Catharines, ON
BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
|Working with Hesp Wealth Advisory provides you with access to the broadest selection of wealth management solutions and services available today through BMO Nesbitt Burns. We work with a team of experts who are able to provide our clients with a holistic approachto investing.
|Estate and Insurance
Many people are concerned about their financial security in retirement and preserving the value of their estate for the next generation. Asset preservation is an integral component of any financial plan. Insurance can play an important role in your financial plan as a tax-efficient asset preservation tool. In working closely with Hesp Investment Advisory and our Estate and Insurance Advisor we can provide you with the insurance solutions best suited to complement your wealth management strategy.
Darren Knott, CFP®, CLU, ChFC
Darren graduated from the University of Guelph with a BA in Economics and entered the financial industry in 1987 with Mutual Life of Canada. He went on to obtain the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) designations.
Darren joined the CIBC Wood Gundy Estate Planning team in June of 2001 before making his move to BMO Nesbitt Burns this September. Darren served on the Board of Directors for three years with The Learning Disabilities Association of London-Middlesex as well as with ADVOCIS on London's Board of Directors for eight years including a one year tenure in the role of President.
|Wealth Management Consulting Team
BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom Hesp Wealth Advisory can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.
Linda Leung, CPA, TEP
|BMO Private Banking|
Christopher Short, CFP®
Christopher joined BMO Private Banking in the summer of 2011 as a Private Banker, responsible for the relationship management of Platinum Banking clients in the Hamilton & Niagara Region. Christopher specifically provides financial advice and solutions relating to the needs of affluent individuals and their families. With an exclusive client list, Christopher is available to you and has the time to focus on your particular needs and to be proactive around them.
Prior to moving back to his hometown in Niagara, Christopher developed knowledge and experience in the financial service industry as a Commercial Account Manager with BMO Bank of Montreal based out of First Canadian Place in Toronto. Christopher’s depth of experience in both Personal and Commercial banking position him well to service his client base of successful business owners and professionals.
Christopher’s designations include Bachelor of Business Administration (Honors), Concentration in Entrepreneurship – Brock University, CERTIFIED FINANCIAL PLANNER® professional, Personal Financial Planner (PFP), and Investment Funds in Canada (IFC). Christopher Short is an employee of Bank of Montreal, an affiliate of BMO NBI. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.