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Ted Clarkson
Cheryl Joaquim

Tel: 416-359-4690
Toll Free: 1-800-567-3008
Fax: 416-359-5379

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our Partners

KAREN SPARKS - Wealth Management Consultant

As a member of the Wealth Management Consulting team, Karen brings together the knowledge and experience of our in-house tax and estate professionals to develop sound wealth management plans.

With over 20 years experience in the Financial Services industry, Karen provides support and direction for complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Karen holds the CERTIFIED FINANCIAL PLANNER® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University.
 

 

 DAVID TREMBLETT - Trust and Estate Planner

David works extensively in the areas of Estate, Will and Trust planning and is committed to providing expert estate planning advice and guidance.  If you are unsure who to appoint as your Estate Executor, or are considering a corporate Estate Trustee, BMO Trust Company can act as your Agent to fulfill your estate planning and administration needs.

David has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.  He has over 20 years experience in the Trust and Financial Planning industry.