Estate & Insurance Advisor, Vice President
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. Jim 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, he thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. Jim takes 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.
Jim works collaboratively with BMO colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, we aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.
Education and Professional Achievements
•CPA CA, Chartered Professional Accountant
•MTax, Master of Taxation, University of Waterloo
•CFP®, Certified Financial Planner®
•TEP, Tax and Estate Practitioner
•FEA, Family Enterprise Advisor
Cherie Ahlberg, CFP®
Senior Private Banker
BMO Nesbitt Burns Private Banking
Cherie brings more than 18 years of experience in banking and financial markets to her role as Senior Private Banker servicing business owners, entrepreneurs, high net worth clients and their families in the London and Sarnia market. 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 and 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.
Director, Tax Planning
BMO Wealth Management
Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.
Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.
Trust and Estate Planner
BMO Trust Company
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