Robert Wagner

Investment Advisor

Tel: 416-928-9773

Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Contact Us

Our Partners

Our Partners

Ron Goldstein, PFP, CFA, MBA
Director, Wealth Planning

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. 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 multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
 

Timothy Simpson
Estate and Insurance Advisor

Timothy joined BMO Estate Insurance Advisory Services in 2007 and is now 20 years in the financial services industry, having held various wealth and risk management positions. Bringing clarity to complex life events and decisions, Timothy consistently delivers a polished and professional approach to risk and wealth management concepts.

Timothy works with clients by listening to what they want and providing them with strategies for achieving these desires while creating tax efficiency within the client’s personal and/or corporate portfolios. Clients and their respective tax and legal advisory teams have come to trust and rely upon Timothy’s valuable knowledge and sound advice.

Chris Alward
Senior Private Banker

Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.

Chris joined BMO in 2012, and since 2014 has been helping high net worth clients and their families work towards their goals by understanding their unique needs and providing the personalized services and support to help them achieve what they desire.

David Tremblett, CFP, TEP
Trust and Estate Planner

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners. If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent. If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

David is committed to providing expert estate planning and ensuring our clients have a capable executor that can fulfill their duties.

Dante Rossi, CPA, CA
Director, Tax Planning

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

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. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.