BMO Nesbitt Burns
50 Burnhamthorpe Road West
Wealth Planning Partners
Piero Mazza, CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant
Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.
John Paniccia, CPA, CA, CBV
Business Advisory & Succession Planning
John is an experienced business advisor who brings a broad base of technical and business planning experience to BMO Wealth Management. John offers business owners and their advisors in Central Canada expertise in succession planning, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
With over 15 years of experience in professional services firms, as well as experience in a family owned private business, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.