Silvia Scollard

Silvia Scollard, CIM, CFP®

Investment Counsellor

Silvia has a passion for working with clients. Her approach to understanding both the big picture and the smallest details of a client’s situation, is what has led to her success in the financial services industry for 20+ years. As an Investment Counsellor, Silvia manages portfolios on a discretionary basis for high-net-worth families, corporations and trusts. She leverages her experience as a Financial Planner to create a roadmap tailored to meet each client’s unique goals. From this, an asset allocation strategy is designed to deliver upon the stated objectives. Continuous monitoring and updating of the portfolio and plan are instrumental to its long-term success.

Silvia holds the Chartered Investment Manager designation (CIM®), is a CFP® professional and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.

When away from the office, Silvia enjoys working out, travelling and spending time with her two busy daughters and husband, Dave.

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Anika Bhatnagar, BBA

Portfolio Associate

Our Partners

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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

John Kimpton

John Kimpton, EPC, CFP, TEP, CLU, FEA

Vice President, Estate & Insurance Advisor

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.

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Liz Bozek, B.Sc. (Hons), LL.B

Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.