With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.

Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

Tafaline is a specialist in personal and commercial lending strategies. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones. Tafaline will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Experience and Background:
Tafaline graduated from the University of Regina, as well as Dalhousie University with an MBA. She also has obtained the Fellow of Institute of Canadian Bankers. She has held many retail and business banking roles in her 30 years of banking, all with Bank of Montreal. She joined the BMO Private Banking team in 2019 as a Senior Private Banker.
Tafaline is an active community supporter, and currently serves on the Board of Directors, with The Hospitals of Regina Foundation. She also sits on the BMO for Women National Council.

What sets us Apart:
Using a holistic approach, Tafaline collaborates with her colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals.
Tafaline’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Tafaline knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

BMO Private Banking:
We are a dedicated team of highly disciplined Banking, Investment, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists. Planning focused, our solutions are informed by insight, expertise and a commitment to help clients realize their aspirations, at all stages of life
 

As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on customized lending, banking and cash flow management to help them reach their commercial and personal financial objectives and dedicate more time to the activities they value most. I specialize in the Medical Professional space where I advise physicians, specialists, and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and other extreme demands of their profession, I understand the importance of simplifying your personal and commercial banking needs.