Shiho Okuyama

Investment Advisor

Address

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

Meet Our Team

Meet The Team

Shiho Okuyama
Investment Advisor

Tel: 416-359-4903
Email: shiho.okuyama@nbpcd.com
Connect with me on LinkedIn
 
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

David Tremblett
Trust & Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Society of Trust and Estate Practitioners.

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.
 

James Kraft
Estate & Insurance Advisor, Vice President

James is accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. Goal-oriented and collaborative, he thrives 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 – providing clients 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.
 

Robert Terbrugge
Director, Wealth Planning

Robert brings together the knowledge and experience of our in-house tax and estate professionals to provide a multi-dimensional perspective when working with 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.
 

Rhonda Blanch
Insurance & Estate Advisor

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.