To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
Louis-Philippe de Sève-Bergeron, Director, Tax Planning,
Aziz Nasher, Director, Wealth Planning
BMO Wealth Management
Louis-Philippe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients’ external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients’ situation. Louis-Philippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts.
Karen Gowdy, Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services
Karen has more than 30 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues important to every client. She works in the disciplines of estate, insurance and tax planning.
BMO Private Wealth
Aziz collaborates with his colleagues at 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. Aziz’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. Prior to joining BMO Private Wealth, Aziz practiced in the areas of tax planning and advisory with two accounting firms for over 10 years.
Carol Willes, Director, Will & Estate Planning
BMO Wealth Management
Carol assists high net worth clients from many backgrounds to understand their present and to develop their future legacy. By helping clients focus on what is most important to them – family, philanthropy, security and more – she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey. Carol holds a Master of Laws, Master of Business Administration and worked for a number of years in private practice of law.