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William Simpson

Investment Advisor & Associate Portfolio Manager

Tel: 416-359-7735

William Simpson
Theresa Cho
Karen Sparks
Rhonda Blanch
Marta Lapena
Silvia Gomes
Brett Burke

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Me

Team Members


William Simpson, CIM
Investment Advisor &
Associate Portfolio Manager
Tel (416) 359-7735
Fax (416) 359-5877
E-mail: will.simpson@nbpcd.com

Will holds a Bachelor of Arts degree with honours from the University of Toronto. Prior to entering the investment industry he was a successful small business owner. Will has also participated in competitive rugby at an international level. In his spare time Will enjoys reading, sports and staying current with the financial and economic markets. He is passionate about continuing education and is continually working to improve his abilities as an advisor to better serve his clients. He owns a condo in downtown Toronto with his wife Keeley.




Theresa Cho
Investment Representative

Tel (416) 359-7614
Fax (416) 359-5877
E-mail: theresa.cho@nbpcd.com 

Theresa joined BMO Nesbitt Burns in 2016. She graduated from the University of Toronto with a Bachelor degree from Rotman Commerce, specializing in accounting. Theresa has previous work experience from another major Canadian bank as a sales assistant and as a customer service representative. As an Investment Representative, Theresa is committed to providing a high level of customer service and professionalism to each client.


Our Partners

 
Brett Burke
Wealth Manager Consultant, CFP
®, CIM, FCSI

Tel (416) 359-5826
E-mail:
Brett.Burke@bmonb.com

Brett 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. Prior to joining BMO Nesbitt Burns, Brett worked at several major investment management firms. He joined the financial services industry after retiring from a rewarding and successful 20 year career in the Canadian Military.


Karen Sparks, MBA, CFP
®, TEP
Senior Wealth Management Consultant

Tel (416) 359-7422
E-mail: karen.sparks@bmonb.com

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.


Rhonda Blanch, CFP
®
Estate and Insurance Advisor
Tel (416) 359-7650
E-mail: rhonda.blanch@nbpcd.com
 
Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
 

Marta Lapena, PFP, IFIC
Private Banker

Tel: (416) 359-7651
E-mail: marta.lapena@bmo.com


Marta is a dedicated, results oriented Relationship Manager bringing over 25 years of diverse banking experience to the organization. This industry experience includes various positions in retail and private banking as well as international banking. Marta joined BMO Private Banking in 2007 building her client portfolio of high net worth families from a zero base of clients, to managing a book of assets of $141MM. She is a consummate professional with strong communication skills and the ability to balance the needs of internal partners with ease. Marta is an accredited Personal Financial Planner with deep expertise in all areas of wealth management and lending.


Silvia Gomes
Lending Specialist

Tel: (416) 554-5845
E-mail: silvia.gomes@bmo.com

Silvia can help make your Lending experience easier. With BMO Bank of Montreal's broad range of competitive products, Silvia can customize a solution to best suit your needs. She is available to meet you where and when it is most convenient for you, including mornings, evenings and weekends.