Ron Goldstein, PFP, CFA, MBA
Wealth management Consultant
Over the past fifteen years Ron has been providing financial planning and investment counseling services to Canadians. Prior to joining BMO Nesbitt Burns, Ron worked with another schedule one bank (including a stint in global private banking) and a leading mutual fund company. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise.
Marta Lapena, PFP, IFIC
BMO Private Banking
Marta has held various positions in retail and private banking as well as international banking over the past 25 years. Marta is an accredited Personal Financial Planner with deep expertise in all areas of wealth management and lending. She holds a Bachelor’s Degree from York University and is licensed to sell Mutual Funds and has completed her Canadian Securities course.
Estate and Insurance Advisory Group
Rhonda Blanch, B.A., CFP
Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
T: 416-359-7650 | F: 416-359-7240
BMO Financial Group