Andrew Hill, CFA, CFP

Director and Senior Investment Counsellor

Tel: 905-839-8889
Tel: 705-279-3017

Address

BMO Private Wealth
1340 Pickering Parkway
Pickering , ON
L1V 0C4
Map

Contact Me

About Me


 

Andrew Hill, CFA, CFP
Director & Senior Investment Counsellor 

Tel: 905.839.8889
Email: andrew.hill@bmo.com
Connect with me on LinkedIn
 
I am a Director and Senior Investment Counsellor with BMO Private Investment Counsel with over a decade of experience in the investment management industry.

I joined BMO Private Investment Counsel in April 2014 and am currently responsible for managing discretionary investment portfolios for high net worth individuals in the GTA.

Using a holistic approach, I bring together the various lifecycle and lifestyle needs of clients with BMO’s other professionals in trusts, estates, insurance, tax advisory, commercial banking and retail banking

I believe that a collaborative, team-based approach is the best way to help our clients navigate the nuances and complexities of wealth management, so they can have the confidence that their goals are within reach.
 

OUR PARTNERS

Chris Markou
Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Prior to joining BMO Wealth Management, 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. 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.

 

Hill Su, CPA, CA, CFA, M.Acc
Director, Wealth Planning

Hill works with high-net-worth clients to design holistic wealth plans. With his proven track record of planning for wealthy families and a strong background in tax, Hill adds his knowledge and skills to the overall client experience. Acting as the lead planner on complex client situations, Hill collaborates with a team of specialized planners to deliver customized and comprehensive wealth plans to our clients. Hill is fluent in Mandarin and enjoys playing and watching basketball in his time outside of work.

Hill joined BMO Wealth Management in February 2019. Prior to joining BMO, Hill worked with a boutique wealth management firm advising professionals and business owners on financial planning, tax planning, and estate planning. Hill is a CPA, CA and earned his charter with PwC. He also holds the CFA designation. Hill’s education background includes a Master of Accounting degree and a Bachelor of Accounting and Financial Management degree, both from the University of Waterloo.

 

Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

 

John M.Paniccia, CPA, CA, CBV, FEA
Vice President, National Director of Business Advisory & Succession Planning

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. 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.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.