Our Partners

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients  by maximizing  their wealth, minimizing tax, enhancing  philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks. 

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.

Joined BMO Private Banking as a Director, Trust Services in 2019. Greg is part of the team of professionals at BMO Trust Company. He provides a full range of trust services to high and ultra-high net worth clients of BMO Nesbitt Burns and BMO Private Banking. Prior to joining BMO, Greg spent 29 years in the trust industry, most recently as a Senior Trust Advisor at another major Canadian financial institution. Greg has a BA from York University, majoring in Mathematics for Commerce, is a member of the Estate Planning Council of Toronto, and holds his TEP designation through the Society of Estate and Trust Practitioners (STEP).

Kathy is a Director of Trust Services with BMO Trust Company.  Kathy specializes in the administration of complex Estates, Trusts, Power of Attorney’s for Property, Guardianships for Property, encircle and Continuity offerings for the clients of Private Wealth. She has over 29 years of experience in the Estate and Trust industry. She has her Personal Trust – Estate & Trust Management, Estate and Trust Administration accreditation from The Institute of Canadian Bankers. She has her 3 year program Business Administration diploma from Humber College. Currently working towards obtaining her TEP designation through STEP.

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate.

Using a holistic approach, Jim collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Jim’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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.

Ivanka has been with BMO Private Banking since January 2017. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations. She is highly committed to developing relationships built on trust. From everyday banking needs to complex lending requirements, Ivanka is always available to provide solutions based on clients particular needs.

Ivanka brings 30 years of experience with BMO Bank of Montreal. She has worked extensively by managing relationships with retail, commercial & private clients in Canada and additional cross border banking arrangements in the United States.

Jasmine has been with BMO Private Banking since July 2019. Jasmine provides BMO Private Wealth clients with a dedicated and holistic approach to their entire financial picture by providing superior day-to-day banking, cash flow management, complex lending and everything else banking. BMO Private Banking offers a customized approach for individuals, families, professionals and executives to ensure they are on track to meet their financial goals. BMO Private Banking is just one segment of BMO Private Wealth, and us as trusted advisors collaborate to ensure our clients are covered on every aspect of their wealth. Whether that be investments, banking, lending, wealth planning, trust & estate, tax advisory and philanthropy.  

Prior to Private Banking, Jasmine has worked at BMO Nesbitt Burns as well as in retail banking at BMO Financial Group.

Jasmine holds a Bachelor of Business Administration and Masters of Business (MBA) from University of Windsor. Jasmine resides in Toronto.  

Paul is Head of BMO Family Office, Canada. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra HNW individuals, businesses, and family offices to support their financial planning, tax & estate, investment, philanthropic, and risk & capital needs.

In this role, Paul focuses on fully developing and executing the “go to market” strategy to grow the business. This includes formalizing the value proposition to clients, partners and talent. He focuses on the client experience, including client acquisition and the overall client relationship management process and service model in partnership with BMO Private Wealth advisors.

Paul joins the BMO Family Office team with 25+ years of domestic & international experience managing business development, people development, and sales & service at various financial institutions. He is client-centric and performance-oriented, with extensive experience around investments in the UHNW and Family Office space. Prior to BMO, Paul spent time mentoring, coaching, and consulting in the financial services field. Paul also held senior management roles at numerous Top 5 financial institutions in the country. 

Paul currently sits on the board of Capital Direct Income Trust. He is immensely proud of his time and effort spent supporting community causes that range from the United Way, Oshawa Hospital (Cancer Care) Foundation, and First Peoples’ Truth & Reconciliation efforts. Paul earned a BA from the University of Toronto and has completed his CIMA and Investment Management Consulting from the Wharton School of Business.

Residing between Fenelon Falls and downtown Toronto, Paul and his wife have 2 children studying at university. When possible, he finds time to golf, ski, and cheer on the Toronto Maple Leafs.

Husayn is a Director on the BMO Family Office Team where he is the primary contact for wealth professionals outside of the Quebec Market. He is responsible for coordinating the delivery of a specialized suite of services across investments, philanthropy, family governance, planning, and other areas of the business.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Commercial business in various roles, including as Director, Diversified Industries – Corporate Finance Division, where he was responsible for the portfolio management of large public and private companies, and the credit underwriting of complex transactions.

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.