Director, Wealth Planning, CPA, CA, CPA (Washington)
Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Experience & background
Prior to joining BMO Wealth Management in 2018, Valerie was a Tax manager at KPMG, specializing in planning for privately owned businesses and high net worth individuals. Valerie has experience with a wide variety of tax issues including personal, corporate, trust, and non-resident tax.
Education & credentials
*Bachelor of Commerce (BCom) (Hons) with a major in Accounting and International Business
*Chartered Professional Accountant (CPA), Chartered Accountant (CA)
*Certified Public Accountant (CPA) (Washington)
*CPA In-Depth Tax Course
Valerie collaborates with her colleagues in BMO Wealth Management 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. Valerie’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.