Meet Our Team

Barbara Rigney, FCSI, CIM, PFP

Associate Portfolio Manager, Investment Advisor

  • Over 35 years of financial industry and private business experience.

  • Discretionary investment portfolios for US and Canadian individuals and corporations.

  • Specializes in Canada and international senior executives, wealthy families, and individuals with Canada/US cross-border issues.

  • Masters Degree (MSW) and credentials in accounting, tax, real estate appraisal, estates and trusts.

  • Personal Financial Planner

Jennifer Rigney, CFP, PFP

Investment Advisor & Financial Planner
  • Over 15 years of experience as Investment Advisor serving individuals and families.
  • Previous positions include Financial Planner, Financial Advisor, and Personal Banking Officer.
  • Achieved Certified Financial Planner, CFP®.
  • Graduate of University of Toronto with a Bachelor of Commerce Degree (Honours), Japanese minor.
  • Assists clients with their various life insurance needs.

Lei Qiao

Administration Associate
  • Lei joined The Rigney Group in the capacity of Administration Associate.
  • Lei is responsible for managing all aspects of the day-to-day operations & administrative duties.
  • Lei earned his Bachelor of Commerce degree in Finance at the University of Alberta. He moved to Toronto in 2019.
  • Outside of work, He enjoys indoor rock climbing, badminton and digital painting. He also likes hiking and Snowboarding and enjoy all kinds of outdoor activities.

Our Partners

Tim Simpson

Timothy Simpson

Estate & Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. 

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.

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David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

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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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

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.