Our Partners

​As a member of the Wealth Management Consulting team, 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, Society of Trust and Estate Practitioners and the CFA Society of Toronto.

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, 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.

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.

He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.