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Kavaughn Boismier

Tel: 519-258-0437

Kavaughn Boismier
Kathy Thomas

Address
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
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Kavaughn Boismier, PFP
Investment Advisor and Financial Planner

Tel: 519-258-0437
Fax: 519-256-3093
Toll Free: 1-800-354-9127
Email: Kavaughn.Boismier@nbpcd.com​
 

I have been servicing clients in the Financial Industry for 10 years, the last three of which have been at BMO Wealth Management. Prior to that, I specialized in Financial Services at BMO Financial Group and Branch Management with a Major Credit Union. I'm an Accounting graduate, heavily involved with Big Brothers and Big Sisters of Windsor Essex, and I have a passion (and reputation) for providing excellence to my clients.

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Our Partners 

Adam Carter, HBA, CPA, CA, CBV
Vice President, Business Advisory & Succession Planning

Adam provides guidance to business owners and fimilies throughout Southwestern Ontario in the areas of business succession, transition, growth through aquissitions, sell-side M & A, and valuations for the purpose of wealth planning and exit planning.

Prior to joining BMO Wealth Management in 2018, Adam worked for KPMG since 2005. Working within the KPMG Corporate Finance Group, he advised private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million.

 

Bruce Farnell
Director, Will & Estate Planning

Bruce applies over 30 years of legal experience to assist successful Canadian families to take action on the estate and trust issues that matter to them. Bruce joined BMO Wealth Management in 2011 after 25 years in private practice where he gained expertise in many areas of law including, wills & estates, real property and family law. Bruce was called to the Bar of Ontario in 1986.

Bruce works closely with our team to provide Estate Planning solutions to our high net-worth individuals and those with Family & Business Wealth Transitioning needs. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

 

 

 

Peter McMahon, B.A., B.Comm
Estate and Insurance Advisor, Vice-President

Peter began his career in Estate Planning in 1978. Since joining BMO Estate Insurance Advisory Services in 1998 he has been a consistent leader and has been appointed a Vice-President. Peter uses his training and experience to help our clients minimize risk and maximize opportunity in their Estate Planning. Peter is fond of saying, 'Let us help with your Estate Planning, because it's time that someone made it easier!‘
 

Bill Speed
Private Banker

Bill began his career in the financial services industry in 1989 with BMO Bank of Montreal in London Ontario. He has held numerous positions throughout his career over the past 27 plus years including Personal Lender, Commercial Account Manager, Investment Funds Specialist, Investment Advisor, Branch Manager and Personal Banking Area Manager in the Erie Shores Area (covering Amherstburg to Wallaceburg), prior to becoming a Private Banker with BMO Wealth Management. 

Bill works closely with our team to provide Banking solutions to our high net-worth individuals and those with complex banking needs.

 

 

Preete Sharma,
Financial Planner, Investment & Retirement Planning

As a Financial Planner, Investment & Retirement Planning with BMO Financial Group, Preete has the experience and expertise you can rely on. She will help you define or redefine your financial objectives then develop a personalized plan for success.