Tel: 905-897-5985

Address

BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
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Contact Us

Our Partners

Piero Mazza, CFP®, CFA, CIM, RPA, TEP
Senior Wealth Management Consultant

Piero 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.

Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.

Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.
 

Chris Markou, LL.B, B.A (Hons)
Senior Manager, Trust and Estates

As Senior Manager, Trusts and Estates in the Wealth Management Group,  Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.

Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario.

He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.
 

Tim Simpson
Estate and Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Wealth and 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 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.

Tim works closely with the Winter Fenech Group by providing them with strategies for creating tax efficiencies within a client’s personal and corporate portfolios. 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. In particular, he is a dynamic supporter of Heart and Stroke Foundation, the Boys and Girls Clubs of Canada and is on the Selection Committee for the Community Achievement Award in Toronto.
 

David Temblett
Trust and Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner to Mark’s Group. 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.
 

Jeffrey Justin, CFP®
Private Banker

Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team.

Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs.

Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation. He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.