BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Meet Our Team
Vice President & Investment Advisor
Sandy is a Vice President and Investment Advisor at BMO Nesbitt Burns with more than 31 years of investment and financial industry experience. Before becoming a finance professional, Sandy earned his Bachelor of Commerce from the University of Toronto, specializing in Finance and Economics.
Joining BMO Nesbitt Burns' predecessor firm Burns Fry in 1993, Sandy continues to build and maintain trusted long-term relationships with our team's clients. Our team facilitates financial solutions for clients' complex financial needs and help clients achieve peace of mind during difficult market phases. Recognizing that each client has unique needs, we carefully develop individual strategies to meet each client's goals. This combined with our loyalty and integrity has played a great role in both our personal and professional successes.
Frank Iocolano, PFP
Associate Investment Advisor
Frank brings more than 27 years of investment and financial industry experience to his position as Associate Investment Advisor at BMO Nesbitt Burns. Prior to that, Frank studied Finance and Economics at the University of Toronto and has earned his Professional Financial Planning designation.
Joining BMO Nesbitt Burns Inc. in 1999, Frank continues to build and maintain trusted long-term relationships with our team's clients. Our team facilitates financial solutions for clients' complex financial needs and help clients achieve peace of mind during difficult market phases. Recognizing that each client has unique needs, we carefully develop individual strategies to meet each client's goals. This combined with our loyalty and integrity has played a great role in both our personal and professional successes.
David joined the Silvaroli-Iocolano Investment Group as an Investment Representative in 2017 after working in a Sales Assistant role for Nesbitt Burns since 2016. He is focused on maintaining client accounts, executing trade orders and providing a superior customer service experience for our clients. After graduating from Trinity College at the University of Toronto with an Honours Bachelor of Arts, David joined BMO Bank of Montreal as a Financial Services Manager in 2014 where he provided lending and investment solutions to retail customers.
James W. Kraft, CPA, CA, MTax, FEA
Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.
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's thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. He take 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, he 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.
He work collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.
Brett Burke, CFP®, CIM, TEP, FSCI
Director, Wealth Management
As a member of the Wealth Management Consulting team, Brett brings together the knowledge and experience of our in-house tax and estate professionals amd works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Prior to joining BMO Nesbitt Burns, Brett worked at several major investment management firms. He joined the financial services industry after retiring from a rewarding and successful 20-year career in the Canadian Military.
Brett has been in the financial services industry for over 15 years and holds the Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Chartered Investment Manager (CIM) designations and is a Fellow of the Canadian Securities Institute (FSCI).