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.
Michael Bach, CFP, TEP
Director, Wealth Planning
Michael has over 10 years’ experience helping High Net Worth families across Canada plan for their futures, by understanding what is important to them and creating comprehensive Wealth Plans to guide them, with a focus on risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs. Previously, Michael worked in a boutique insurance advisory practice focused on estate planning and life insurance solutions for High Net Worth professionals.
Michael graduated from The University of Toronto with an Honours Bachelor of Science degree. He has a Graduate Certificate in Professional Financial Services and holds a CERTIFIED FINANCIAL PLANNER® designation, a Certified Health Insurance Specialist (CHS) designation, and is a member of the Society of Trust and Estate Practitioners (STEP).
Jonathan Morse, LL.B, LL.M, TEP
Director, Estate Planning
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.
John Kimpton, CFP, TEP
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.
Vice President and Market Leader
Roanne recently took over the position of Vice President and Market Leader in July 2020 and is responsible for leading a diverse team of wealth management professionals including Investment Advisors, Senior Private Bankers, Trust Professionals and Senior Investment Counsellors, who provide financial planning and specialized expertise in banking, investment management and wealth services to our Private Wealth clients.
Roanne is committed to participating and leading important community events and charitable organizations supported by BMO Financial Group in GTA. Specifically, Roanne has led and played key integral roles in supporting awareness and raising funds for Kids Help Phone and United Way. She is also a member of the BMO for Women and Women in Business regional councils.
Amanda Shek, CPA
With over 12 years of experience in the financial services industry, Amanda is an experienced and dedicated banker. She provides her clients with a full suite of lending and banking solutions, with a deep focus on professionals to corporate business owners. She is proficient in English, French and Cantonese and knows the basics of Mandarin.
Amanda has been with BMO Financial Group since 2010. During her tenure, she spent 6 years with BMO Canadian Commercial Banking working with medium to large businesses with their financing needs. Over the last 3 years, she worked in Wealth Management, creating holistic solutions for clients with a focus on structuring and daily management of lending facilities in the Ultra High Net Worth area.
Senior Private Banker
Dorota Heath has over 12 years of experience in the financial services industry and is a dedicated financial advisor providing clients with a full suite of banking solutions, ranging from day to day banking services to comprehensive wealth management strategies. Through Dorota and the integrated approach of BMO Private Banking specialists and professionals, clients can explore and receive ongoing counsel pertaining to all aspects of their financial wellbeing, specifically related to Banking, Investment Management, Wealth Planning and Trust & Estate Services.
Dorota has been with BMO Financial Group since 2013. During her tenure, she has taken on Leadership roles in Personal and Commercial Banking as a Branch Manager and a Commercial Relationship Manager in the Downtown Toronto Core. Her success in the Leadership and Relationship Management roles was driven by her passion for her clients, and genuine interest and desire to help them achieve their personal, business and financial goals.
Ray Abi, CFP
Senior Private Banker
As a Senior Private Banker, Ray’s responsibilities include the day to day banking activities of our high net worth clients including lending, mutual funds and term deposits as well as all of the auxiliary services offered through the bank. Ray manages a portfolio of high net worth clients for BMO Private Banking and its partners in the Greater Toronto Area. He provides a very high level of services to his clients.
Ray joined the retail division of BMO Bank of Montreal in 1991 where he held the following roles: Customer Service Representative, focusing on clients’ transactional needs; Financial Services Manager, focusing on clients Lending and Investment needs; Financial Planner, focusing on Wealth and Investment Planning and Branch Manager, focusing on coaching and development of staff while continuing to promote a customer friendly environment where we take care of our clients’ needs. Ray joined BMO Private Banking as a Private Banker in June 2013. Ray continues to use his skillsets to develop lasting client relationships that foster the holistic wealth planning approach that BMO Private Banking is well known for.