Meet The Team

Shiho Okuyama

Portfolio Manager and Senior Investment Advisor

Head of Okuyama Wealth Management, Shiho Okuyama, Portfolio Manager and Senior Investment Advisor, has helped clients build wealth through investment growth and protects their assets through strategic planning. Since the inception of the BMO Private Wealth client survey, Shiho has been recognized as a Top Investment Advisor delivering best-in-firm Client Loyalty, demonstrating a distinguished client experience. Interviewed by The Globe and Mail, she shares her passion for financial literacy. Shiho produces a monthly educational video series titled, “Your 212 – Wealth Management Tips in 2 Minutes over 12 Months”, strategies that are woven into each of her client conversations. For nearly a decade, Shiho has volunteered her time with the Renascent Foundation, a charitable organization offering hope and healing to individuals and families struggling with the affects of addiction.

Shiho holds a Bachelor of Arts degree with honours from the University of Toronto. She is an accredited Portfolio Manager, has attained the Financial Management Advisor (FMA), Chartered Investment Manager (CIM®), and the Fellow of Canadian Securities Institute (FCSI®) designations, and is insurance licensed.

Sean O'Sullivan

Client Service Associate

Sean has worked in Financial Services since 2017. He graduated with a Bachelor of Arts from Wilfrid Laurier University and is an Investment Representative licensed to execute trades. Sean consistently provides a warm welcome and keen eye for detail in the day-to-day administration of client accounts, overseeing cash management, account documentation, and tax reporting. An avid sports enthusiast, you can often find Sean on the football field, the golf course, or at the Rogers Center watching the Jays take on their division rivals.

Vitaliia Hrabova

Client Service Associate

Before joining Okuyama Wealth Management, Vitaliia was an Investment Specialist with BMO Investment Center where she earned valuable experience in personal finance and investments. Her background has equipped her with valuable insights enabling her to assist clients with their wealth management needs. Vitaliia is a graduate of Toronto Metropolitan University (formerly Ryerson University) with a Bachelor’s in Commerce. She also studied Financial Planning at Seneca College where she was first introduced to investing and became passionate about it. Beyond her professional pursuits, Vitaliia enjoys spending time in nature, hiking, and camping.

 

Our Partners

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David Tremblett

Trust and Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

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.

 

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.

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James Kraft, CPA, CA, M.Tax

Estate and Insurance Advisor

James provides 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.

He works 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.

Rhonda Blanch

Rhonda Blanch

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.

Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.

If you would like to revisit your wealth strategy, please take a moment to complete this form.