Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.
Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, aspart of an integrated wealth planning team. Drawing on more than 15 years of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies.
Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.
