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Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
1340 Pickering Parkway
Pickering , ON
Andrew Hill, CFA, CFP
Senior Investment Counsellor & Portfolio ManagerTel: 905.839.8889
Connect with me on LinkedIn
I am a Senior Investment Counsellor and Portfolio Manager 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.
Director, Estate Planning
Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.
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.
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.
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.