Jennifer brings over two decades of expertise in financial services, specializing in Wealth Planning and Estate & Trust strategies. Her career includes roles as an Investment Advisor, Financial Consultant, Financial Planner, and Estate & Trust Advisor. Drawing on this extensive experience, Jennifer delivers sophisticated, tailored solutions that provide clarity and confidence, empowering clients to achieve their long-term financial objectives.

Jennifer has achieved a Bachelor of Arts (BA) in Political Science and is also a Certified Financial Planner (CFP) and a Trust and Estate Practitioner (TEP).

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.

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.