Investment Advisor & Associate Portfolio Manager
1 First Canadian Place
William Simpson, CIM
|Investment Advisor &
Associate Portfolio Manager
|Tel (416) 359-7735|
|Fax (416) 359-5877|
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.
Tel (416) 359-7614
Fax (416) 359-5877
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.
Karen Sparks, MBA, CFP®, TEP
Senior Wealth Management Consultant
Tel (416) 359-7422
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
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
Tel: (416) 359-7651
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.
Tel: (416) 554-5845
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.