Our Partners

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Caitlin brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO Private Wealth professionals and their clients to develop
sound wealth management plans. Caitlin ensures a great client experience during the wealth planning process. She helps to identify and solve complex issues by providing strategies that are both appropriate for each client’s
unique situation and practical in execution.

Caitlin joined BMO Private Wealth in 2022, after 15 years in various roles in the BMO Personal Banking division. In 2015, Caitlin became a Financial Planner and obtained the Certified Financial Planner designation (CFP®), helping
clients including new immigrants, working professionals and business owners to achieve financial success. Drawing on extensive financial planning experience, she helps analyze tax planning, trust and estate, philanthropic planning and risk management. Caitlin articulates complex solutions effectively so clients can envision their future.

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.