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John Valero

Vice-President, Senior Investment Counsellor

Tel: 416-359-5023

Address
100 King St W
39th Floor
Toronto, ON
M5X 1H3

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Our Partners



 

Ieen Liu, PFP
Senior Private Banker

Ieen is a dedicated Senior Private Banker providing the highest level of services to successful and affluent individuals and families. With her long standing, established, financial services knowledge and experience, Ieen assists her clients in a number of key banking areas: tailoring services to meet individual client requirements, taking initiative to sustain personal contact, customized lending, business financing for professionals, U.S. banking connections in various States through BMO Private Bank in the U.S. and above all, maintaining discretion. Ieen is an advocate within the BMO Financial Group of Companies and have expertise in knowing which options are best suited for her clients. She is known to be flexible, innovative, responsive and consistent.

Ieen joined BMO Financial Group in November 1988 and has been with BMO Private Banking since March 2010. She has worked in various areas of the bank, the last as a Branch Manager for 8 years managing various complex branches prior to joining the team of specialists in BMO Private Banking. As a Senior Private Banker, Ieen manages a portfolio of high net worth Canadian families. Ieen’s expertise ranges from everyday finance to much more complex banking solutions, with a focus on building trust and offering her clients the highest levels of customer satisfaction.

Rebecca Clark, CPA, CA, CDFA, CFP
Director, Wealth Planning

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan.  Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals. 

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

Andy GuidiCPA,CA
Director, Tax Planning

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.

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 over 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, business exit strategies and tax-efficient wealth transfers, creating tailored solutions for a diverse group of clients.

Dante joined BMO 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.

Elizabeth Creates, LL.B
Director, Estate Planning

Elizabeth provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal wealth and business succession planning.  Her background as an estates lawyer and over 20 years of experience in the wealth management industry allow Elizabeth to facilitate wealth transfer decision-making for clients and assist them with action planning regarding their legacy goals (financial and non-financial).  Her modern approach focuses on the well-being and personal empowerment of clients by bringing them peace of mind and encouraging the pursuit of personal fulfillment.

She works collaboratively with internal and external advisors in order to ensure that all aspects of a client’s wealth plan support their estate planning, succession and legacy goals. She has LL.B. and B.Comm. degrees from McGill University and is a member of both the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP).

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.

John Michael Durrant
Vice President, Estate & Insurance Advisor

John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients.

He helps our clients  by maximizing  their wealth, minimizing tax, enhancing philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within  the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans.

Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks. 

Kabi Thaya
Portfolio Associate

Kabi joined BMO Private Investment Counsel in December 2018 and has been part of BMO since September 2017. He began his career at BMO assisting Investment Advisors with all Mutual Fund and GIC related inquiries across Canada, where he gained operational knowledge of the wealth business before transitioning over to the Private Wealth area.

Kabi graduated from the Rotman Commerce program at the University of Toronto in 2017 and is currently a CFA level 3 candidate. Outside of work, Kabi continues to maintain his passion for playing soccer and the gym, as well as spending time with friends and family.