Get to Know Us

Mauro has over 27 years of financial services experience in high-net worth client relationship management, Senior Leadership and Retail Banking.

As a Wealth Planning Consultant and member of the High Net Worth Planning team, he can build comprehensive wealth planning solutions by engaging and listening to each client’s goals and challenges. He then reviews each client’s scenario and leverages the entire team of planning specialists which include Tax, Estate, Insurance and Business Succession as part of the Holistic BMO Private Wealth Offering. He is passionate about delivering on the best client experience and earning the trust of each client to help manage and achieve the desired planning solutions. He holds the Personal Financial Planner (PFP®), Fellow of The Canadian Securities Institute, Certified Investment Wealth Manager designations, and working towards the CFP.  

When not at work Mauro enjoys spending time with Family, playing golf, and enjoying the finer things in life such as wine, vacations in Europe and great food!

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Jean advises high and ultra high net worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international,  U.S. income and estate tax, and Canadian income tax considerations.

Jean joined BMO Wealth Management in 2001 with a solid expertise acquired advising individual clients and business owners with a leading Canadian insurance carrier, a leading accounting firm and a law firm. 

The Kimpton Team is fortunate to work with a select group of affluent Canadian families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life.  Holistic wealth planning creates harmony in families, identifies universal objectives for preserving wealth and successfully transitioning wealth to future generations. 

Since joining the firm, John Kimpton has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The only template is our process. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.

A career banker with over 40 years of experience in managing complex banking relationships.  Currently Anna is a  Senior Private Banker, responsible in managing the lifecycle banking needs of clients by providing customized and innovative banking solutions. 
 
Anna is known for her passionate approach to managing relationships and has been recognized for achieving the highest level of client satisfaction.  Throughout Anna's career, her leadership and accomplishments have been recognized by achieving "Top Performer" status.  Most recently, in 2013 through 2020 ,Anna achieved Top Platinum Award status.
 
Anna understands the need to give back to the community and is a dedicated  ambassador organizer and supporter of Kids Help Line, BMO Employee Giving, Canadian Breast Cancer Society for over 30 years.

Dominic has over 25 years of experience in the financial services industry. During this time, he has managed small to large client service teams where he has acquired substantial experience with everyday banking, investments and complex lending requirements. Dominic’s clients range from entrepreneurs, business owners, medical professionals and business professionals looking for highly personalized service and expert advice.

Dominic’s objective is to work with successful families and help them simplify their most complex banking requirements. He has a passion for working with people to provide professional support, services and exemplar client experiences by providing customized banking and lending solutions to clients. 

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.