Our Team

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

Mauro has over 27 years of financial services experience in high-net worth client relationship management, Senior Leadership and Retail Banking.

As a Wealth Planning Consultant and member of the High Net Worth Planning team, he can build comprehensive wealth planning solutions by engaging and listening to each client’s goals and challenges. He then reviews each client’s scenario and leverages the entire team of planning specialists which include Tax, Estate, Insurance and Business Succession as part of the Holistic BMO Private Wealth Offering. He is passionate about delivering on the best client experience and earning the trust of each client to help manage and achieve the desired planning solutions. He holds the Personal Financial Planner (PFP®), Fellow of The Canadian Securities Institute, Certified Investment Wealth Manager designations, and working towards the CFP.  

When not at work Mauro enjoys spending time with Family, playing golf, and enjoying the finer things in life such as wine, vacations in Europe and great food!