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Robert Yee
Kevin Langman
Petra S. Kelly
Laura Munoz
Mandy Dunn

Tel: 403-260-9345

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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Ron Zaporzan, CFP, R.F.P.

Director, Wealth Planning  - BMO Wealth Management

Tel: (403) 260-9367

E-mail: ronald.zaporzan@bmonb.com

 

Ron uses his depth of experience to help clients by drawing on the knowledge of our in-house integrated team to develop customized planning strategies and establish wealth plans, driven by client priorities, helping them achieve their goals, solve problems, and ultimately making them feel good about their financial future. He provides support and direction on issues such as retirement distribution planning, tax planning, risk management, wills and estate planning, business succession issues, and philanthropic strategies.
 

Ron has over 20 years of experience in financial services, as a financial planning practitioner, advisor, and wealth coach with some of the largest firms in the Canadian wealth management industry. Ron is an honours graduate in Finance from the University of Manitoba and has a background in business and risk management. He holds the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council and is a Registered Financial Planner (R.F.P.). As a member of the Institute of Advanced Financial Planners, a key association for advanced financial planning professionals in Canada, Ron strongly believes in continuous learning and development to ensure his clients continue to receive outstanding advice.
Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.