Tel: 416-359-7640

Address

BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

Meet Our Team

Tony D'Addario

Senior Investment Advisor, Vice President

Tel (416) 359-7640
Fax (416) 359-7240
E-mail: Tony Daddario

 

Gordon Coutinho

Associate Investment Advisor               

Tel (416) 359-7679
Fax (416) 359-7240
E-mail: Gordon Coutinho


 

Catherine Keyes

Investment Representative                   

Tel (416) 359-7626
Fax (416) 359-7240
E-mail: Catherine Keyes
 


Our Partners

James W. Kraft

Estate and Insurance Advisor, Vice-President of BMO Estate Insurance Advisory Services inc.

Accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning.

James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

Goal-oriented and collaborative, James's thrives on helping affluent clients articulate their vision through proactive, meaningful conversations. He take the time to listen, empathize and explore options, crafting innovative and tailored solutions that truly move the needle – providing clients and their other professional advisors with the ability to implement concrete, actionable plans to maximize wealth and legacies that align with their visions.
Leading by example, he is dedicated to the community through involvement as an industry speaker, subject matter expert and author – all with the aim of improving the lives of Canadians through smartly structured wealth planning.

He work collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.


 
 

Cherie Ahlberg, CFP®

Senior Private Banker

Cherie has more than 18 years of experience working in the banking and financial markets of the London and Sarnia area. She has since then relocated to Toronto where she services business owners, entrepreneurs and high net worth clients as a Senior Private Banker. 

As a dedicated Financial Planner, Cherie creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Cherie works with a very limited number of clients and their families.