Meet Our Team

Matthew has worked in the insurance industry for over ten years and has a degree in Economics and Personal Financial Planning from Wilfrid Laurier University, as well as his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He has a passion for problem solving and finding unique estate planning and insurance solutions for clients through a mix of analysis and his past experience working on complex cases with clients.

BMO Estate Insurance Advisory Services delivers innovative and customized insurance solutions to clients through our Estate & Insurance Advisors (Financial Security Advisors in Quebec). We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you’ve created. Whether you’re focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with your advisor to help with your estate and insurance needs

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance.
Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.

Adam Coughlin is a Senior Trust Officer & Director based in Windsor, where he lives with his wife and their two sons. With over 10 years of financial experience, including the past five specializing in the Trust & Estate industry, Adam is known for his expertise in administering complex estates, trusts, powers of attorney for property, and guardianships.

He is an active member of the Estate Planning Council of Canada and works closely with clients to support their estate planning and philanthropic goals, helping them secure their legacy and their family’s future. Adam holds an Advanced Diploma in Business Administration and is committed to building long-lasting relationships by providing continuity and guidance throughout the implementation of wealth and estate plans, with a focus on creating a lasting legacy.

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.