As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.

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.

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.

We believe that wealth should remain in the control of those who created it. As the team of choice for successful Canadians, John's team brings to each engagement over 100 years of combined experience and the all resources of BMO Financial Group. The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:

• Goal identification and finding a unique tax-based solution to your objectives
• Tax-efficient accumulation and income strategies
• Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy
• Corporate and personal risk management

Since joining the firm, John has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.

In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.

Dominic has over 25 years of experience in the financial services industry. During this time, he has managed small to large client service teams where he has acquired substantial experience with everyday banking, investments and complex lending requirements. Dominic’s clients range from entrepreneurs, business owners, medical professionals and business professionals looking for highly personalized service and expert advice.

Dominic’s objective is to work with successful families and help them simplify their most complex banking requirements. He has a passion for working with people to provide professional support, services and exemplar client experiences by providing customized banking and lending solutions to clients. 

A career banker with over 40 years of experience in managing complex banking relationships.  Currently Anna is a  Senior Private Banker, responsible in managing the lifecycle banking needs of clients by providing customized and innovative banking solutions. 
 
Anna is known for her passionate approach to managing relationships and has been recognized for achieving the highest level of client satisfaction.  Throughout Anna's career, her leadership and accomplishments have been recognized by achieving "Top Performer" status.  Most recently, in 2013 through 2020 ,Anna achieved Top Platinum Award status.
 
Anna understands the need to give back to the community and is a dedicated  ambassador organizer and supporter of Kids Help Line, BMO Employee Giving, Canadian Breast Cancer Society for over 30 years.