Jon Cheek, CFA

Vice-President and Senior Investment Counsellor

Tel: 705-734-2548

Address

BMO Private Wealth
90 Collier St
Suite 104A
Barrie , ON
L4M 0J3
Map

Contact Me

Our Team


Client Experience

Rosemarie Ruccella, BA
Portfolio Assistant

Rosemarie is a key member of our Investment Management service team and represents our clients’ first point of contact.  She provides friendly and seamless administrative and transactional support for private wealth clients, responding directly to client requests and inquires.
 
Rosemarie has been a member of the team since 2017, prior to which, she worked in the Barrie community for 10 years in various BMO branches.


Private Banking and Customized Lending

Gillian Vincent
Senior Private Banker

As a Private Banker at BMO Private Wealth, Gillian advises professionals, business owners and executives on navigating intricate financial situations, and to structure complex borrowing transactions. Gillian is an expert in guiding her clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.
 
Gillian joined BMO Private Wealth in 2016 and has 13 years of banking and borrowing experience. She earned an undergraduate degree from University of Guelph and a diploma from Georgian College.
   


Comprehensive Financial Planning

Laura Wilson, BBA (Hons), CFP, TEP
Director, Wealth Planning

Laura is a wealth planning specialist, providing comprehensive wealth planning advice to high net worth individuals and their families. Working as part of a broader planning team, Laura regularly advises clients on a wide range of topics, including retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies.
 
Laura is a Certified Financial Planner professional, a Trust and Estate Practitioner and graduated with distinction from Wilfrid Laurier University’s Honours Bachelor of Business Administration Co-op program.  Laura joined BMO Private Wealth in 2010.  Prior to this, Laura worked with the Business Development Bank of Canada (BDC) as a Senior Commercial Account Manager.  Her time at BDC was preceded by her role as Senior Commercial Account Manager at RBC Royal Bank.   With her background in commercial banking Laura brings a strong understanding of the opportunities and complexities faced by business owners.   With her industry knowledge and attention to detail she has the ability to break down complex strategies into easily comprehensible and motivational action plans.


Tax Optimization and Risk Management

Louis-Philippe de Seve-Bergeron, LL.B, M.Fisc., TEP
Director, Tax Planning

As a tax specialist, Louis-Philippe provides information and guidance to individuals and businesses relevant to today’s complex tax environment. In order to coordinate the best client solutions, Louis-Philippe often works directly with our clients’ lawyers and accountants. The goal is to always ensure that a well-rounded team of professionals is working to improve our clients’ situation. Louis-Philippe is also fluent in both English and French.

Louis-Philippe, a lawyer holding both a Master of Taxation and the Trust and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts. He has consulted on intergenerational transfers, estate planning and transfers to key employees. With over 12 years of experience in an accounting environment, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.

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.


Business Transition Planning

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.


Estate Planning and Trust Administration

Landon Hang, B.Comm (Hons), MBA, JD/LL.B, TEP
Director, Estate Planning

Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client.   Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.

Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law.  Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.
 

Maria Dollinger
Director, BMO Trust Company

      
Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions.

As Director and Senior Trust Officer Maria is responsible for managing a complex book of accounts, and services clients throughout the GTA North region. Maria works effectively with executors and beneficiaries, and provides them with peace of mind, knowing there is stability and continuity in the relationship. She is dedicated to her clients and provides a personalized service tailored to their specific needs.

Maria brings to each client the necessary skill set to provide both technical expertise and sensitivity to the complexities of each unique client scenario.
Maria is a member of the Society of Trust and Estate Practitioners (STEP).