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Sharon Kubicek
Alisa Carli
Christine Duggan

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

About Our Partners

 

Cherie Ahlberg, CFP®
Senior Private Banker


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. 

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.

 

 

Brett Burke, CFP® CIM TEP
Senior Wealth Planning Consultant


Brett counsels high net worth families, executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to her BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family.. 

 

 

James W. Kraft
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.

 

 

 

David Tremblet
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.

David is committed to providing expert estate planning and advice to our clients, bringing the full power of BMO Trust Company to our clients and their families including corporate executorships, acting as agents for trustee, and helping with various facets of estate planning and administration, including:
  • Securing all of the deceased assets
  • Probating the will (a court process that validates the will)
  • Ensuing all outstanding bills and liabilities are paid
  • Claiming entitlements such as life insurance and survivor benefits
  • Distributing assets to beneficiaries
  • Preparing and filing of the Deceased Final Terminal T1 Tax Return