With our in-house specialists and access to the expert resources within BMO Private Wealth, we have the services and resources you need to reach your financial goals.
 

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Louise-Philippe de Seve-Bergeron, LL.B, TEP

Director, Tax Planning

As a tax specialist, Louis-Philippe provides information and guidance to individuals and businesses relevant to today’s complex tax environment. In order to coordinate the best client solutions, Louis-Philippe often works directly with our clients’ lawyers and accountants. The goal is to always ensure that a well-rounded team of professionals is working to improve our clients’ situation. Louis-Philippe is also fluent in both English and French.

Louis-Philippe, a lawyer holding both a Master of Taxation and the Trust and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts. He has consulted on intergenerational transfers, estate planning and transfers to key employees. With over 12 years of experience in an accounting environment, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.

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Karen Gowdy

Estate & Insurance Advisor

Karen has more than 39 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. 

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Tyler Klinck

Director – Wealth Planning

Tyler has been in the Wealth Management industry for over a decade.  He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals.  Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

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Chris Markou, LL.B, BA (Hons)

Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

 

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

 

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

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Tara Whalen

Private Banker

Tara joined BMO Bank of Montreal in 2007 working in various roles in the branches in Ontario and British Columbia before joining the Private Bank in 2018.

Tara has a Bachelor of Arts Degree (majoring in Law) from Ottawa’s Carleton University and is a registered mutual fund investment representative in the Province of Ontario.