Meet Our Wealth Partners

Andy has over 15 years experience working primarily with privately held businesses together with their shareholders and families, as well as high net worth individuals with investment holding companies

With an expertise in tax, Andy advises clients on business structures, succession and estate planning, owner-manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning aspects

CPA, CA, BBA with Honours from Wilfrid Laurier University, CPA Canada In-Depth Tax Program

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.

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, aspart of an integrated wealth planning team. Drawing on more than 15 years 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.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

Michael collaborates with a team of professionals, including investment experts, tax planners, and estate planners, to develop comprehensive wealth plans for clients within BMO Private Wealth. Leveraging years of experience, Michael offers guidance on financial management, retirement planning, tax planning, risk management, and estate planning.

Before joining BMO Private Wealth, Michael worked in a specialized insurance advisory practice, focusing on estate planning, living benefits, and life insurance solutions for physicians, dentists, and business owners. Since joining BMO Private Wealth, Michael has specialized in risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs,
working with clients across Canada to build wealth plans that help them reach their goals.

Using a holistic approach, Michael collaborates with his colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals.
Michael’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Michael knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals.

Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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.