Meet The Team

Shiho Okuyama

Investment Advisor

A graduate of The University of Toronto, Shiho joined BMO Nesbitt Burns in 1999. Having attained the Financial Management Advisor (FMA), the Chartered Investment Manager (CIM), and the Fellow of Canadian Securities Institute (FCSI) designations, she works exclusively with high net worth clients helping them build a solid foundation for retirement, and once retired, helping clients manage wealth throughout their retirement years.

Shiho has been awarded the FSCI Designation, the highest and most honourable credential in Canadian Financial Services, reserved for an exclusive group of financial professionals who uphold the highest degree of integrity, demonstrate unparalleled leadership, and are committed to the industry and investing public.

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.

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Robert ter Brugge, B.Comm., CFP

Director, Wealth Planning

Robert brings together the knowledge and experience of our in-house tax and estate professionals. He works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Robert has over 25 years of professional experience in the wealth management industry as a Financial Planner at BMO, a lead developer of financial planning software at BMO, and as an advisor with a major wealth management firm.

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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.