Tel: 905-337-1507
Fax: 905-337-2033
Tel: 1800-289-7798

Address

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

Contact Us

Our Partners

Wealth Partners

Piero Mazza, CFP®, CFA, CIM, RPA, TEP
Director, Wealth Planning

As a member of the Enterprise Wealth Planning team, Piero develops Wealth Plans for clients in 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.

Chris Markou, LL.B, B.A. (Hons)
Director, Wills & Estate

As Director, Wills & Estates in the Enterprise Wealth Planning team, Chris provides guidance to BMO Nesbitt Burns Wealth Planning and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans.

John Paniccia, CPA, CA, CBV
VP, Business Advisory & Succession Planning

As a member of the Enterprise Wealth Planning team, John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

 

Noel Perera
Director, Tax Planning

As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.
 

Estate & Insurance

 

John Kimpton, CFP®, CLU®, TEP, EPC
Vice President, Estate & Insurance Advisor

John provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. John offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized estate, tax and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their goals, at all stages of life, through meaningful conversations and professional recommendations.

David Tremblett
Trust & Estate Planner

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.
 

Private Banking

 

Arthur Tu, CIM, CFP
Senior Private Banker

With almost a decade of extensive banking experience attained from working in various wealth-advisory roles across some of Canada's largest financial institutions, Arthur firmly believes he is able to advise and guide his clients with great insights and clarity.  Through Arthur, clients can also access an array of customized, integrated banking and wealth solutions for individuals, executives, holding companies and professional corporations.

Arthur's experience in the areas of wealth and financial planning has taught him two things - every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with your BMO Nesbitt Burns advisor and associated specialists.

Jeffrey Justin, CFP
Associate 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.