Victor Lu, CPA, CA, CFA, CFP
Director, Wealth Planning
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 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.
Andy Guidi, CPA, 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.
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.
Dominic DiVirgilio, B.Comm., PFP
Senior Private Banker at BMO Private Banking
Dominic has over 18 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. Dominic is a proud husband and father of 3 children and enjoys golf, music, electronics and home renovations.
Senior Private Banker at BMO Private Banking
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.