David Hartley, CFA

Investment Counsellor

Tel: 905-845-2490

Address

BMO Private Wealth
239 Lakeshore Road East
Oakville , ON
L6J 1H7
Map

Contact Me

Our Partners

Our Partners

 

James Keene, CFP®, TEP 
Director, Wealth Planning

As part of an integrated wealth planning team, James provides high net worth clients and their families with actionable and, informed financial, tax, estate & trust and philanthropic solutions,. Drawing on his experience as a CERTIFIED FINANCIAL PLANNER® professional his clients benefit from a depth of knowledge and an ability to simplify financial plans aimed at maximizing wealth. James helps clients define their long-term financial goals and offers solutions to help achieve them. He has a Bachelor of Arts (BA) in Economics, from Sir Wilfrid Laurier University, Lazaridis School of Business and Economics.
 

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.

Arthur Tu - CFP®, CIM
Senior Private Banker 


With almost a decade of extensive banking experience attained from working in various wealth-advisory roles across some of Canada's largest financial institutions, Arthur firmly believes he is able to advise and guide his clients with great insights and clarity.  Through Arthur, clients can also access an array of customized, integrated banking and wealth solutions for individuals, executives, holding companies and professional corporations.
 
Arthur's experience in the areas of wealth and financial planning has taught him two things - every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with your Nesbitt Burns advisor and associated specialists.

John Kimpton, CFP®, CLU®, TEP, EPC
Vice President, Estate & Insurance Advisor

John provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. John offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized estate, tax and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their goals, at all stages of life, through meaningful conversations and professional recommendations.

Noel Perera, CMA, CPA, CA
Director, Tax Planning

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.
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Frank Danesh, FCSI, MTI, PFP, TEP
Director, BMO Private Banking

Frank helps his clients manage their assets so they will maximize the amount of money that they have to enjoy the life that they want. He also helps with Estate and Trust Solutions to let them pass on as much of their assets as possible to those who are important to them. Frank was a Relationship Manager, Associate Director with BMO for 14 years and has been a Director of BMO Private Banking for the past 7 years.
Profile photo of Frank Danesh

Michelle Maandag, CFP©, CEA
Director, Wealth Planning - BMO Private Wealth

Michelle is a passionate individual who builds trusted relationships both personally and professionally. As a member of the BMO Private Wealth team, Michelle works directly with Advisors and Relationship Managers to help identify and address the needs and goals of their High Net Worth clients. Michelle brings together the knowledge and experience of our in-house tax and estate professionals to develop sound wealth management plans. Michelle has an extensive career within the
Financial Services industry. She has 16 years of experience working with high net worth individuals, gaining a deep understanding of
their financial needs and identifies strategies to help them achieve their goals.

When away from work, Michelle will often be found enjoying outdoor activities with her family.