Zach Laleg

Zach Laleg, CFA, MBA

Investment Counsellor & Portfolio Manager

As an Investment Counsellor and Portfolio Manager with BMO Private Investment Counsel, Zach works with affluent clients seeking a unique platform of services that includes institutional discretionary investment management, private banking and tax and estate planning in an all-in-one comprehensive offering.

Zach’s experience working exclusively with high-net-worth clients in the Wealth Management space extends back to 2018. A graduate from Concordia University’s John Molson School of Business holding a Bachelor of Commerce degree in Finance and a minor in Economics, he is also a CFA (Chartered Financial Analyst) Charter holder, one of the industry’s most respected and distinguished credentials. Zach is also a fully licensed Advising Representative with the Ontario Securities Commission and has completed his MBA at the University of Western Ontario’s Ivey School of Business

Andy Guidi

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.

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Elizabeth Bozek, LL.B

Director, Estate Planning at BMO Wealth Management

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.

Elizabeth has a wealth of experience in the world of estates and trusts.  She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

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John Michael Durrant

Senior 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. 

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David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

Bright Bennett

Bright Bennett, CIM, QAFP

Portfolio Associate

Bright Bennett helps our team to enhance the wealth management experience for our busy clientele. He is responsible for onboarding new clients and helping to transition and consolidate their assets. Bright strengthens our business relationships by providing financial solutions that meet our clients’ complex needs and seeking opportunities to enhance and protect their wealth. He also manages our administrative hub, keeping everyone organized, well scheduled and well prepared for client meetings. His excellence has been recognized twice with a BMO Spotlight Award in 2019 and 2021.
 
Bright has 10 years of experience in the investment industry and joined BMO Financial Group in 2009. Prior to becoming a Portfolio Associate, he worked with BMO as a Financial Services Manager and a Five-Star Client Relationship Consultant. He also worked with Fidelity Investments as an Operations Analyst. Bright holds a diploma in Business Management and Financial Services from Humber College and the Canadian Investment Manager (CIM®) and Qualified Associate Financial Planner (QAFPTM) designations. He also has a Certificate in Advanced Investment Strategies from the Canadian Securities Institute and a license to offer derivatives and options. Bright is currently pursuing the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. He is fluent in English and Twi, a language spoken in Ghana.

Community involvement is a high priority for Bright. He was BMO’s 2021 United Way Ambassador, is an active participant in yearly fundraising events for Kids Help Phone, and provides food and sanitary products to the homeless in downtown Toronto. When he’s not studying or volunteering, Bright is a sports enthusiast who loves cheering on the Toronto Raptors, Maple Leafs and TFC. He also enjoys traveling, working out and getting together with his young nephew Harrison, his niece Viera and other family members.

Jason Skentzos

Jason Skentzos, MBA, CFP, CIM, FMA, FCSI

Director, Wealth Planning

With over 15 years of experience working in the financial services industry, Jason’s goal, as part of the BMO Wealth Planning team, is to educate and empower business owners, entrepreneurs and high net worth clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Using a holistic approach, Jason collaborates with his investment, banking, trust, estate and tax colleagues to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

Jason currently lives in Toronto with his wife Carley, and in his spare time enjoys golf, tennis, skiing and traveling to personally unexplored destinations.