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Our Partners

 
 

Lydia Potocnik, LL.B, TEP
Vice-President, Philanthropic Advisory Services at BMO Wealth Management
Tel: 289-775-5158
Email: lydia.potocnik@bmo.com
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James W. Kraft, CPA, CA, MTax, CFP®, TEP

Vice President & Head of Business Advisory and Succession Planning

Tel: 416-359-7278
Email: james.kraft@bmo.com
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Chris Markou, LLB, B.A. (Hons)

Trust and Estate Planning Manager, Enterprise Wealth Planning

Tel: 905-897-8893
Email: chris1.markou@bmonb.com
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John Paniccia, CPA, CA, CBV
Business Advisory & Succession Planning - Central Canada
 
Tel: 416-948-2488 Email: john.paniccia@bmo.com
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David Rubin, CFP®, CHS, CPCA, EPC, TEP 
VP, Marketing and Business Development, Estate and Insurance Advisor

Tel: 416-365-6069
Email: davidm.rubin@bmo.com
 
 
Frank Lapierre, CFP, CLU

Estate Insurance Advisor
 
Tel: 905-897-1156
Email: frank.lapierre@bmo.com
 Connect with me on LinkedIn