Christina brings a depth of knowledge in Canadian tax and accounting drawing from her time in public practice and from her designation as a CPA. Christina is excited to bring you a customized strategy tailored specifically to your family’s wealth management needs and to address all aspects of managing, preserving, enhancing and transferring wealth. She will also leverage the dedicated team of highly disciplined industry experts and designated specialists in Tax, Estate & Trust, Financial Planning, Business Advisory & Transition Planning, and Philanthropic Advisory specialists to simplify the complexities of wealth.
Education & Experience
Bachelor of Business Administration (BBA) with a major in Accounting
Chartered Professional Accountant (CPA)
CPA In-Depth Tax Course
Prior to joining BMO Private Wealth, Christina spent the last 9 years specializing in Canadian tax, including five years as a Tax Manager working with high net worth clients, private companies, and their key stakeholders. Christina has experience with a wide variety of tax issues including personal, corporate, and estate planning.
Director, Estate Planning, BMO Private Wealth
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.
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.