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Contact Us

Rod Major
Dianne Bissessar
David Tremblett
James Kraft
Cherie Ahlberg

Tel: 416-698-7340

Address

1815 Queen St. E
Toronto, ON
M4L 3Z6
Map

Rod Major
Investment Advisor

Tel: 416-698-7340
Toll Free: 1-800-318-8886
Email: rod.major@nbpcd.com

Rod Major is principle with the Major Advisory Group.  Rod has over 25 years of experience in the Investment Planning industry.  His focus is on wholistic, risk-reduced financial planning for individuals and businesses.  All his plans include an investment, tax, estate and insurance review.  Rod helps his clients plan for short and long term goals; from building their business, to savings for the education of their children, ultimately to their own retirement and estate distribution - in as tax-efficient a manner possible.  His love of economic and market research allows his clients to place their focus elsewhere.  If there is one over-arching focus - it is to manage the financial plans under his care with consistancy and with as little voaltility as possible, while pursuing each individual's unique set of goals.  When not working, Rod is taxi driver for his son Jack's hockey career; and when time permits, he likes to travel. 
 

Dianne Bissessar
Sales Assistant

Tel: 416-698-1525
Fax: 416-698-1522
Email: dianne.bissessar@nbpcd.com
Dianne has over 20 years of experience in the investment industry.  She controls all adminstrative work, from opening documentation to the ongoing controls required to maintain accounts in good form.  Dianne opens and maintains communication pathways with your trusted professionals (tax, legal and otherwise) to ensure required reporting is completed on a timely basis while also helping ensure your financial plan is fulsome in its approach.   Dianne's primary focus is on building open, friendly and long-lasting relationships with all of our clients.  


Our Partners

James W. Kraft 
Estate & Insurance Advisory

Tel:  416-359-7278
Email: james.kraft@bmo.com  
Accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

Goal-oriented and collaborative, James thrive on helping affluent clients articulate their vision through proactive, meaningful conversations. He takes the time to listen, empathize and explore options, crafting innovative and tailored solutions that truly move the needle – providing clients and their other professional advisors with the ability to implement concrete, actionable plans to maximize wealth and legacies that align with their visions.

Leading by example, James is dedicated to the community through involvement as an industry speaker, subject matter expert and author – all with the aim of improving the lives of Canadians through smartly structured wealth planning.

David Tremblett 
Trust and Estate Planner

Tel: (416) 359-5245
Email: David.Tremblett@bmo.com

David brings over 20 years of experience as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
 

Cherie Ahlberg, CFP
Senior Private Banker

Tel: (416) 359-7207
Email: Cherie.Ahlberg@bmo.com

Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker.
Experience & background

As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families.